At Prism Independent Financial Management we help clients plan for retirement through personal and workplace pensions. We provide whole-of-market advice so you can compare options that suit your aims, timescale and attitude to risk.
We can help with accumulating pension savings, reviewing existing schemes, understanding charges and investment choices, and considering transfers only where appropriate after a careful review of the benefits you may give up. We explain the options in plain language and do not recommend products that are unsuitable for your circumstances.
Every recommendation is personal. We take time to understand your circumstances before suggesting any product, and we are happy to review existing investments as well as new contributions. If you would like to discuss your options, please get in touch.
Tax treatment depends on your individual circumstances and may change in the future.
The value of investments can go down as well as up and you may get back less than you invested.