PENSION
TRANSFER

Financial Planning in the Midlands

Proven Pension Transfer Specialist You Can Trust

A Pension Transfer, which is Bespoke to Meet Individual and Family Needs.

My team and I have a wealth of experience in transferring pensions. Our recommendations are always tailored to your circumstances, ensuring your new pension is focused on delivering what you financially need in retirement.

When you transfer your pension with us, we will provide you with an Asset Preservation Trust, removing your pension fund from your Inheritance Tax Liability. 

Pension Taxation and Rules have Significantly Changed over the Last 5 Years.

So, it is worth your time booking a No-Obligation Consultation to ensure there are no surprises on retirement.

Our advice is regulated to ensure your best possible outcome in retirement.

The Pensions we offer, give you financial flexibility in retirement. A monthly income with the option to take out a large sum, if required.

My team can accurately model your financial future, allowing you to retire, knowing your pension is being expertly managed.

So, please click on the button below and book your consultation.

I look forward to speaking to you.

pension fund
sovereign wealth managers

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 30 Advisers across the UK helping over 7,000 clients and managing over £1 billion of funds.

Together We’ll Prosper

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Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth is a limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.