Call us today on 01905 779697

Pensions & Retirement Planning

"Planning in advance to enjoy a secure retirement in the future."

Pension Planning

Our Key Areas Include:

  • Pre and Post Retirement Planning
  • Portfolio Management
  • Investment Risk Strategies
  • Regular Review Service


At SN Financial we have a dedicated Wealth Management team to guide you through your Pension requirements step by step. We use state of the art technology to produce comparison reports, which enable us to analyse performance, investment risk and capacity for loss tolerance. We deal with a variety of providers, enabling us to produce documents and make amendments online without the delay of post and/or company timescales.

Our team, have over 30 years combined experience. The Team at SN Financial are extremely passionate about what they do, working to make your retirement planning as straightforward and effective as possible.

Do You Need To Review Your Pensions?

How We Can Help You:

We provide bespoke portfolio planning and investment risk strategies to help you build your pension pot for retirement.

Our bespoke plan will involve an estimation of the size of fund necessary to generate the income that you foresee will be needed, how much you need to save to reach this goal, but more importantly, the correct structuring of benefits at retirement and the best vehicles and investments to deliver these requirements.

We advise you how to protect your pension for your family in the event of death.

We assist clients with tax free cash and income strategies to include annuities and flexi-access income drawdown.

We regularly monitor your pension pot with our review service.

We specialise in providing pre and post retirement advice to assist you in building your retirement pot over your working life to then understand your options when you retire and to help you model and plan your income as your retirement evolves.

With ‘Pensions Freedom’ comes pension’s responsibility! We specialise in helping you manage your retirement income.

Past performance is no guarantee of future performance and the value of investments can fall as well as rise.

Click here to take a look at our fees which are detailed within our costs and services document.

Need help or advice with your finances?

We offer a free initial consultation!