Financial Adviser in Steyning
With over 30 years of experience, I specialise in helping clients understand and create a clear pathway for a secure future.
In the UK, there’s an estimated £26.6bn1 in lost or forgotten pensions. That means the average UK worker is missing as much as £28k2 from their retirement money. But there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early.
If that sounds good to you, please get in touch.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.
2 Source: https://www.hrmagazine.co.uk/content/news/average-uk-worker-has-28-000-in-unclaimed-pensions
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Steyning
BN4
United Kingdom
Adrian offers expert financial advice to suit your needs, covering Steyning and surrounding areas.
With over 30 years of experience in the financial services industry, I have spent a lot of time getting to know my clients and helping them over the years, which is the most rewarding part of being a Financial Adviser. I specialise in Wealth and Pension Planning. My approach is very simple - know your client and advise as if it were your family or friends. I have on occasion, mentored over the years and as a mature adviser I find it far easier to focus on the correct pathway for the client and not be persuaded by any other influences. I aim to provide clear, practical and good value advice and be there for my clients along the journey.
I am married with 3 teenagers and a dog who keep me busy. I am also the Vice Chairman of the local football club and enjoy being a part of the grassroots community and helping run the club with my fellow committee members.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.
