In a world where people are living for longer, and the State Pension is being paid later, retirement and pension advice in Preston are vital elements of your wealth management and financial planning strategy.
Recent statements from the current Prime Minister, Rishi Sunak, and Angela Rayner, the Shadow Secretary for Levelling Up, have brought the future of the Pension Triple Lock into question. Many are now anxious about the stability of their pensions and the viability of their retirement strategies in light of these remarks.
However, it’s crucial to understand that, as of now, neither the Labour Party nor the Conservatives have formalised any decisions regarding the Triple Lock post the 2025 general election. This situation underscores the significance of securing robust financial guidance, especially when planning retirement.
At Springfield Financial, our team includes two SOLLA-certified financial advisers. They are adept at offering individuals the tailored advice necessary to achieve their retirement aspirations without solely depending on the state pension.
At Springfield Financial, we take pride in our team of experts who have achieved SOLLA accreditation, demonstrating their commitment to providing top-notch advice for later life planning. Allow us to introduce two of our exceptional advisers, Ailsa and Vanessa, both of whom are SOLLA-certified advisers.
Both Ailsa and Vanessa are Chartered Financial Planners specialising in Retirement and Later Life advice. They are Fellows of the Personal Finance Society, who hold the SOLLA accreditation and the STEP Certificate for Financial Services. They are award-winning advisers; Ailsa received the ‘Later Life and Retirement Specialist‘ award in 2022 at the Personal Finance Society Adviser Awards. Vanessa having previously won the same accolade in 2018.
Navigating the diverse avenues for building your retirement fund – like pensions, ISAs, and various investments – can be a maze. We’re here to simplify it for you. Let us guide you on:
The evolving landscape of retirement has brought forth a myriad of income options. It’s crucial to understand and pick what suits you best. We’re equipped to clarify and assist you in choices like:
Incorporated in 1979, we are a distinguished Chartered firm of Independent Financial Advisers, honoured with multiple accolades. We provide comprehensive financial advice services to individual and corporate clients spanning Preston, the Ribble Valley, the Fylde Coast, the Lake District, and other regions.
The dynamic nature of pension legislation, marked by significant reforms in recent years, has rendered retirement planning an intricate domain governed by multifaceted rules and standards. Our experienced pension and retirement specialists are dedicated to ensuring the optimal utility of your pensions and other savings and investments to fulfil your retirement aspirations.
Choosing the ideal independent financial adviser near you requires meticulous research and thoughtful deliberation. From pinpointing financial objectives, garnering trusted referrals, validating credentials, evaluating expertise, and gauging communication skills to examining fee structures – all are crucial steps in making an informed decision.
If you’re interested and would like to schedule a consultation with our highly experienced financial advisers, please don’t hesitate to call 01772 729 742. We look forward to working with you.