I'm about to retire. Can you help me get the best income?
Yes, we can. There are now more choices than ever when you want to take an income from your pensions. This is great news but makes it more important than ever to have a proper income withdrawal strategy in place, ensuring you receive the highest level of income in the most tax efficient manner.
Can you review my existing pensions?
Yes, absolutely. We conduct many pension reviews for our clients and often find people are invested in over charging, poorly performing pension plans.
We can help you get more from your pension by conducting a thorough review to detail exactly what you have, what you are being charged, what sort of returns you have been getting and what level of risk you are taking.
In many cases, we can recommend a more suitable pension to invest in and consolidate existing pensions if appropriate. We are completely independent and we will always recommend the best course of action.
Frequently Asked Questions
I'm about to retire. Can you help me get the best income?
Yes, we can. There are now more choices than ever when you want to take an income from your pensions. This is great news but makes it more important than ever to have a proper income withdrawal strategy in place, ensuring you receive the highest level of income in the most tax efficient manner.
Do you advise on investments and pensions?
Yes, our clients value our expertise in investments and pensions alongside a comprehensive financial planning framework. As we are independent there are over 100,000 funds that we can choose from for our clients. The real value lies in the advice and guidance we provide our clients to and through retirement.
What if my circumstances change or there’s pension or tax changes?
That’s no problem. We update your Brierie Financial LifePlan every year at your annual planning meeting with any changes to your circumstances. The software we use is automatically updated to reflect any legislative or taxation changes.
How can I get a Brierie Financial LifePlan and take steps towards my financial future?
You can get in touch with us either by phone call or email, we offer a no cost, no obligation initial meeting with you in the comfort of your own home, or video call if you prefer, if you wish to find out how we can help you.
We’d love to hear from you! To find out more or book in a free, no obligation meeting, complete the form and a member of our team will be in touch.
Let’s talk!
So often clients tell us
"We wish we'd contacted you sooner!"
Don't delay, contact us today!
Brierie Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 663048. Registered in Scotland, Company Number SC459714.
If you’re unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We’ll do our best to resolve your concerns.
Telephone: 01505 690473 Email: : admin@brieriefp.co.uk
In writing: The Compliance Manager, Brierie Financial Planning Ltd, 24 Brierie Gardens, Crosslee, Renfrewshire, PA6 7BZ.
We have a complaints procedure and we can provide further details on request. If your complaint has not been resolved to your satisfaction, the Financial Ombudsman Service (FOS) may be able to help (if more than eight weeks has passed since the date of complaint and you have not received a response or are dissatisfied with the response). The FOS settles disputes between financial services business and their customers. Full details are available at www.financial-ombudsman.org.uk. The contact details for FOS are: The Financial Ombudsman, Exchange Tower, Harbour Exchange, London E14 9SR, email complaint.info@financial-ombudsman.org.uk telephone number is 0800 023 4567.
