Pension Advisor in Cambridge
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If you are within 10 years of retirement now’s a good time to hire a Pension Advisor in Cambridge from PAB Wealth Management. One of our primary goals is to help our clients plan for a safe and secure retirement. To that end, our pension advisors work with you to ensure that when your retirement date arrives you are ready and that your quality of life does not suffer after the transition.
Why Work with a Pension Advisor in Cambridge?
Most people drift toward retirement assuming everything will be okay and their pension will take care of them. This is not a safe assumption. A better idea is to work with the pension planning experts at PAB Wealth Management to ensure the state of your pension is aligned with your retirement goals. Here are just some of the reasons people choose to work with our expert Pension Advisors:
- To maximize retirement savings: We work closely with you to make sure you are maximizing your contributions, that you are taking advantage of employer matching and that you are optimising your tax benefits.
- Making sure you choose the right pension option: Many plans have multiple options including defined contributions and defined benefits. We work with you to ensure you understand how each option works and that you select one that fits into your long-term financial plan.
- Making sure all your retirement assets are working in harmony: If you have investments, real estate and other sources of income we’ll make sure they are all working together for your benefit.
- Investment guidance: Your pension plan may allow for self-directed investments. If that is the case our pension advisor can offer expert investment guidance, including risk management and growth strategies.
If you feel confident in your current pension planning efforts you may not need a pension planner. Nonetheless, it can still be a good idea to talk to one just to get a second opinion.
Contact PAB Wealth Management Today
To arrange to talk with one of our pension advisors or to learn more about our services call PAB Wealth Management today on 01553 824425. Or, write to: luke@pabwealth.co.uk.
Why Pab Wealth Management
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