Sound Financial Planning

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CFS Independent Financial Advisers

NatWest Bank Chambers
2 Darras Road
Ponteland
Newcastle upon Tyne
NE20 9HA

T: 01661 821110

F: 01661 821120

E: enquiries@cfs-ifa.co.uk

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Pension Review Service

Pension Review Service

 

Is your pension working as hard as it should be?

Experience tells us that the vast majority of people who invest their hard-earned money in a pension plan are frustrated and worried and are asking the same questions:

  • Am I wasting my money?
  • Will I have enough income in retirement?
  • How safe is my pension?
  • Can I retire when I want to?

Such is the extent of the problem we have designed and developed a specialised service called the ‘Pension Review Service'. If you answer "No" to any of the following questions, you could benefit from the ‘Pension Review Service':

  • Have you reviewed you pension investments in the last 3 years?
  • Does your pension accurately reflect your attitude to risk?
  • Does your existing adviser review your pension fund 4 times a year?
  • Do you know the level of charges on your existing pensions?

By working through the ‘Pension Review Service' we'll show you exactly what you can do to enhance the performance of your pension so that you can achieve your retirement goals. The key aim of the Pension Review Service' is objectivity. If your existing pension plans are great, we'll tell you. If they are poor, we'll explain the reasons why and help you do something about it.

If you would like an independent and objective analysis of your pension plans, contact us now for an appointment. Our initial consultation is free and without obligation. For pension advice we offer products from whole of market.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

A pension is a long term investment. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

CFS Independent Financial Advisers ia a trading style of Connacht Financial Services, which is an Appointed Representative of TenetConnect Services Ltd which is authorised and regulated by the Financial Services Authority (FSA).
TenetConnect Services Ltd is entered onto the FSA Register (www.fsa.gov.uk/register) under reference 150643. .

Connacht Financial Services can also be found on the FSA Register, under reference 178813. Partners: Patrick Walsh: Helen Walsh (Non-advising).