Freedom & Choice

One of the main areas of confusion over the last 18 months or so has been the new regulation and choices that face individuals approaching retirement.

Pre and post retirement planning has always been one of the key areas of advice Adrian Smith Wealth Management.

Our ASWM Analytics program sits superbly well in the management of pension portfolios whether in Personal Pension, Self Invested Personal Pension or Small Self Administered Schemes.

We regularly advise clients have a number of pension plans both personal and occupational schemes who are looking to amalgamate or fully understand their options for the future.

This is an area we have vast experience in and we can guide you through the maze of regulation in order that you receive the most flexible, tax efficient benefits when you decide to retire and make the most of the investment potential of the underlying fund whilst you are still working.

We would encourage you to discuss your circumstances either with myself or our occupational pension specialist Mike Tuxford.

‘We will receive not what we idly wish or but what we justly earn. Our rewards will always be in exact proportion to our service’
Earl Nightingale