We connect you to a selected Trusted Xperts Partner Financial Adviser.
Harry has been a successful business owner for 30 years and is now looking to take life a bit easier with his wife & family. He is looking to access his pension funds as he phases in retirement.
He now wishes to take a Tax Free cash lump sum from his pension to help his children and organise income for his retirement. However, he is uncertain of the new rules around pensions and annuities so he takes advice to get a bespoke solution which gives him a sustainable income for life to include:
During this Financial Planning process John and his wife were made aware of their need to:
Read more about: Pension Advice or information about Financial Planning here.
To search for a selected Trusted Xperts Partner Financial Adviser, Accountant or Law Firm in your area, simply visit the Trusted Xperts UK Map page and zoom in to your area and click the pin of interest, or select the Partner Type in the drop down menu options below. Increase accuracy by selecting your County or use your postcode.
Alternatively, if you prefer to speak with us in complete confidence, please Contact us using our secure enquiry form below, and Trusted Xperts Limited will get back in touch.
Please note - Trusted Xperts are not authorised to give advice. We will only confirm your details and purpose and with your consent, pass your Personal Information over to a selected Trusted Xperts Partner. Telephone calls may be recorded.
Through one powerful and secure web portal, Trusted Xperts makes it easy for you to connect with selected Trusted Xperts Partner Financial
Advisers, Accountants and Law Firms in your local area.
Trusted Xperts Partners across the UK meet our high standards and have passed our diligence checks, and in our professional opinion, represent
some of the very best British firms, that can offer you high levels of customer service excellence and professional advice, matched by
great products and services, at prices that are fair and transparent. That's our promise.
Please complete the secure general enquiry form below to get in touch. If you prefer please use our SECURE Contact page where you can opt in to our marketing newsletter.
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If your enquiry is a general enquiry - you will be contacted by a member of the Trusted Xperts team. If you submit a Trusted Xperts Partner
profile contact form - you will be contacted by them.
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