Retirement
Planning
Retirement should mean your quality of life goes up, not down. In order to ensure your long-term financial security, every penny of your pension should be working as hard as it can.
Today, that requires a proactive and creative approach. The average British person will have seven different jobs across a lifetime.
Many of us therefore end up with multiple pension pots and no idea how best to consolidate them. Pensions are one of the most complex areas of UK financial planning and it can sometimes be difficult to see the wood from the trees. We always explain your pensions situation and our investment ideas in terms you can understand no jargon, so you can make fully informed decisions.
At First Sentinel Wealth, we start off by understanding you – your circumstances, your values and your goals. We then suggest investments carefully tailored to your risk profile and together build a data-driven financial plan for your future.
We can advise on the full range of solutions, with particular expertise in:
- Personal & occupational pension reviews
- Withdrawal and income drawdown planning
- Lifetime allowance planning
- International pension planning: QROPS / QNUPS / OPES
- US pension planning 401(k), IRA, Roth IRA
Our Process
Cross-Border
Financial Advice
Investment
Management
Tax-efficient
Investing
Contact Us
If you’d like to discuss your specific needs and ambitions and find the right advice for you, complete the contact us form and we will be in touch shortly.