I help you understand your existing pensions, explore your options and build a clear plan for the years ahead. My approach focuses on long-term stability, tax efficiency and giving you confidence about your retirement income.
I can help with:
- Reviewing existing pensions
- Consolidation where appropriate
- Retirement income planning, including drawdown and annuities
- Cash-flow forecasting and long-term planning
Whether retirement feels close or still some distance away, careful preparation will help you take control to deliver the best retirement possible.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.
Regulatory information
KB Wealth Planning Ltd is an appointed representative of Sense Network Limited/Lyncombe Consultants Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). You can check our status on the Financial Conduct Authority’s ‘Firm Checker’ register. Our regulatory reference is 1027287.
Registered Address: 48 Main Street Skidby Cottingham East Yorkshire HU16 5TG Registered in England & Wales No.: 16182481. The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.