We will review you existing strategy, old pensions and incorporate them into your current financial plan, get in touch for a personal quote or get in contact to start to review your pensions and pension strategy.
KS Wealth, are committed to fixed fees and caps for our services which makes us a leader in modern financial services, as we believe it can take the same time regardless of the amount invested or complexity of the advice to provide value for our services. Get in touch with us for a quotation as each case is bespoke to each of our client’s requirements.
The value of investments and income from them can fall as well as rise and you may not get back the amount originally invested.
When clients come to us for a pension review, we start with a comprehensive assessment of their existing pension plans. We evaluate each plan’s performance, fees, and alignment with your retirement goals. Our goal is to provide a clear understanding of how well your current pensions are serving your needs.
Our existing pension review services include examining your asset allocation, identifying underperforming investments, and recommending adjustments to enhance your portfolio’s performance. We consider various pension schemes, including personal pensions, workplace pensions, and SIPP’s, Flexible Access Drawdown and annuities of all types including enhanced or impaired life annuities, to ensure your retirement savings are diversified and resilient.
A key strength of KS Wealth is our commitment to continuous monitoring and proactive management. We provide regular updates and adjustments to your pension plans based on market trends and changes in your financial situation. This approach ensures that your pensions remain on track to meet your retirement goals, adapting to new opportunities and mitigating risks.
Moreover, we operate with transparency and integrity. We ensure that you understand the rationale behind our recommendations and provide unbiased advice. Our fiduciary responsibility means that we always act in your best interest, building a relationship of trust and reliability.
At KS Wealth, our existing pension review services are designed to be a cornerstone of your retirement strategy. Our personalised, comprehensive approach and dedication to ongoing support provide confidence and peace of mind. With KS Wealth, you can rest assured that your pensions are managed strategically, allowing you to focus on your financial success and future.
