“I was very pleased with the straightforward advice received from Richard Bamforth when looking to consolidate a relatively small defined benefit pension into my main small self-administered scheme (SSAS). Most advisors either wanted to charge a huge amount for the government-required advice, or wouldn’t even deal with my enquiry since I wasn’t looking to use their managed funds. Richard was thorough in his investigation, and reviewed the options carefully, while taking into account my individual situation. I would recommend Richard Bamforth's services to anyone looking for expert, independent financial advice.”
Navigate Pensions
Many people dream about their ideal retirement, but in order to achieve this in later life - it’s crucial that you have a plan in place.
There are many different pension options available and you may be unsure about which is the best one for you.
There is no universal answer when it comes to pension planning, which is why it is so important to seek expert, tailored advice. Navigate Wealth can help you to decipher the many options available.
We are experienced in providing independent, unbiased advice on pension products and investment options that will help you reach your retirement goals.
To find out more about pension planning, or to arrange a free consultation, you can contact the Navigate Wealth team on 0345 340 9690 or use our .
Retirement planning
It’s never too early to start thinking about retirement, but planning for it can be daunting.
Financial planning allows you to set both long and short term goals, and identify the best ways of achieving them to securing the financial future that you and your family hope for. Choosing the right pension is a crucial part of your financial plan.
It’s ultimately up to you to decide which option is right for you, but the expert team at Navigate Wealth can make this much easier by reviewing your circumstances and making recommendations against your retirement goals.
Our services
We specialise in providing the following pension-related advice:
Our approach
Our team will always put you at the centre of everything we do - meaning we will always do what is best for you.
From the first point of contact, we are invested in understanding your needs to ensure that we can recommend the most suitable products for your circumstances.
Following our initial meeting, we take responsibility for going through all your pension paperwork and liaising with your existing provider/s to build a clear picture of your current pension arrangements.
We can then use this information, alongside the knowledge we have gained of what you want from your retirement, to advise which options will be the best for you.
Contact us
Get in touch today to find out more about how the Navigate Wealth team can help you make the most of your retirement plan.
Contact the team on 0345 340 9690 to arrange a free consultation, or use our .
Testimonials
View allHow we can help
Find out how Navigate Wealth’s experienced team will advise you on the best investment options to help you meet your long-term financial goals.
Richard Bamforth explains why Navigate Wealth is in the best position to advise you on a range of pension options
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