In recent years the changes to pensions legislation have created greater freedom and choice as to how pension assets can be used. However, with freedom and choice comes complexity.
Nowadays, it's common for many people to have accumulated an array of different pension agreements throughout their working life.
Our Retirement Planning experts will advise on the best way forward for retirement, helping to review your pensions and investments, building a retirement plan for financial security. These plans are not set in stone, and as our relationship with you develops, we will update and amend them to fit your circumstances.
Our teams are extremely capable, personable and professional. The majority are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification.
In 2019, we were ranked 5th in the Financial Times' Financial Adviser's Top 100 Advisory firms in the UK and were awarded the Gold Standard Award for Independent Financial Advice for the eighth year running.
If you would like advice and support with retirement planning, please get in touch.
 | Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us: In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk |
Our latest private client newsletter focuses on the potential impacts of the EU exit on individuals. From the implications on immigration, international private wealth, Capital Gains Tax (CGT) or what it could like ahead for the economy, this issue discusses the changes ahead.
Join our Chief Economist and Chief Investment Officer as they discuss the global economy, inflation, interest rates, and the investment landscape.
“What if I want to leave a lasting legacy for my loved ones?”
We all live increasingly busy lives, so finding time to plan and manage our future finances actively can be challenging.
“What if my tax affairs require jurisdiction-specific advice?”
Having a portfolio of investments tailored to your needs is key to our wealth management planning.
Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, we believe your future is more than just finances; it's about the life you want to lead.
“What if I need tax advice for my property?”
“What if I could make my wealth more tax-efficient?”
Whatever your stage of life, career path or goal, our aim is simple – to help you turn your what ifs into hows.
Thank you for your enquiry, a member of our team will be in touch shortly.
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