Quite frequently, people come to us feeling that their approach to pension planning is fragmented because they have several different pensions plans, making planning for retirement complicated and challenging.
For many, a pension consolidation exercise is the first step in organising existing plans.
At Churchill Wealth Management, we frequently work with our clients to streamline their retirement planning and ensure that their arrangements give them the best chance of seeing their pension funds grow and benefit from current pension rules. We also look to ensure that administration is not a burden for our clients.
We work with the following:
- Personal Pension Plans
- Stakeholder Pensions
- Self-Invested Personal Pensions
- Retirement Annuity Contracts
- Free Standing Additional Voluntary Contribution Schemes
- Buy out policies (Section 32)
- Executive Pension Plans
- Final Salary Schemes
- Defined Benefit Schemes
- Small Self-Administered Schemes
- Group Personal Pensions
- Group Stakeholder Pensions
- Group Money Purchase Schemes
- Occupational Schemes
- Additional Voluntary Contributions
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Investing with Purpose: Creating a Diversified Portfolio for a Young Family’s Future
Mike was single, having previously been married and divorced, he had two adult children and worked as a structural engineer. Mike approached us because he had accrued a considerable sum of money in a bank savings account and wanted to explore the possibility of investing the capital in order to boost his potential returns.
Don’t take our word for it, see what our clients say
I would highly recommend Churchill Wealth Management. Tim not only helped me with my pensions and made it stress free, he explained it all to me in a clear way and I now feel much more in control of my finances.
Gregory Cox
Professional service from the team at Churchill Wealth Management. A professional and helpful approach gave me confidence in the available options. Highly recommend their services as a knowledgeable and clearly well trusted business.
Phil Heptinstall
The team at Churchill Wealth Management gave me their expert advice on setting up the right pension plan for me in a relaxed yet professional manner. Details were put into place quickly with no fuss. Highly recommend.
Jeremy Holland-Smith
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