Pension Investment & Consolidation
Access personalised pension fund investment advice and secure your retirement
A comfortable retirement is what we all look forward to! However, deciding how much we need to invest and where is the safest place to put our retirement money is no easy task.
Complex regulations around the annual allowance for high earners can result in ineffective use of your annual allowance. Savings can dwindle away from ill-advised, low-quality investments.
How we can help
The Wealth Consultant offers independent advice tailored to your requirements, goals, and life-stage. We will connect you with a wealth manager who can answer key questions, such as:
How much should I put into my pension?
What is the best pension to invest in?
Are private pensions safe?
What are the tax benefits of pensions?
We understand that planning for retirement can be complicated and somewhat daunting for clients. The Wealth Consultant aims to cut the complexities and provide you with honest, reliable, and timely information.
Professional pension advice service
Clients often report a lack of trust in traditional financial services because they feel as though they do not provide enough guidance on the effective use of the annual allowance. With extensive experience in the wealth management sector, we act with integrity to bring you closer to wealth managers who will professionally advise you on the best pension investments most suited to your situation. We will only connect you with wealth managers who will foster a professional trusting relationship with you, which will inspire confidence and allow you to relax knowing your pension investment is taken care of.
The time-consuming process of selecting a wealth manager can often leave clients feeling frustrated. We streamline that process by first, taking the time to learn about your lifestyle, health and future plans. This enables us to connect you with industry-leading wealth managers who can manage your expectations and ensure your savings benefit from high-quality investments.
How we work
Our transparent and client centric process offers you peace of mind knowing that we use specialist industry knowledge to find the perfect wealth manager for you, free of charge!
Answer 10 simple questions about your situation and requirements. This will take no longer than 3 mins.
The Wealth Consultant will call you within 24 hours to clarify your details and discuss your matched wealth managers with you.
The Wealth Consultant will introduce you to, and arrange a time for an initial call with, each wealth manager.
Dedicated Wealth Manager for you
Time to stop searching. Let The Wealth Consultant do the hard work for you. Get in touch today for a free consultation and digital introduction to the most appropriate wealth manager for you.