Pension Advisor in Ely

“I believe Financial advice should be affordable and available to anyone who needs it, get in touch today to see if I can help.”

Luke Thompson – Financial Adviser

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No matter what else is going on in their lives people can always rest a little easier knowing their pension plan will be there for them. But if you set your pension plan up yourself without giving it too much thought, how do you know it will be everything you want it to be when the time comes to retire? The answer is; you don’t. Unless you work with a pension advisor in Ely from PAB Wealth Management now, while retirement is still a ways off.

What a Pension Advisor in Ely Can Do For You

A pension advisor from PAB Wealth Management can help you with all the various aspects of retirement planning, such as…

Assessing your current pension options and providing sage advice

You may be able to make tweaks to your current pension plan that will enable you to increase the amount that will be waiting for you when you retire. A pension advisor can conduct a thorough review of your current situation and fill you in on potentially beneficial changes.

Making sure all the components of your retirement plan are working in sync

It is not uncommon for people to have a multi-pronged retirement plan that includes stocks and bonds, income property and even cryptocurrency, as well as their pension. Your pension advisor in Ely can make sure every aspect of your retirement plan is working in concert with every other one.

Working with you to establish a level of risk you’re comfortable with

Before we advise on changes to your pension plan or investments we’ll work with you to determine your level of acceptable risk. Once established this will work as a guardrail that ensures any recommendations we make are squarely within your comfort zone.

Whether you are just starting out in life or you are 10 or even 5 years from retirement it is in your interest to work with a pension advisor. They can make certain your retirement is everything it could be.

Contact PAB Wealth

If you have concerns about whether your pension will deliver for you when you want it, contact PAB on 01553 824425 and ask to speak to a pension advisor in Ely.

Why Pab Wealth Management