If you already have one or a number of pensions, when was the last time that you reviewed them? Arranging a pension is one thing but it should be regularly reviewed and monitored.
Perhaps you are thinking of consolidating all your pensions, bringing them together ‘under one roof’.
Our review service is designed to ensure that the funds held within each pension remain relevant and suitable. We also look at the pension structure itself to check that its charges aren’t excessive and that it contains no ‘nasty suprises’ hidden in the policy wording.
Our aim is to optimise the potential of your retirement planning and to put a review structure in place to ensure that it remains relevant to your circumstances and requirements.
Do you know how much income you will require in retirement?
How confident are you that your exsiting plans will meet your requirements?
Is your pension company charging you but giving you no service?
An initial meeting will cost you nothing and a full and comprehensive review is just a click away.
Contact us to find out more…
“Six years ago I sought advice regarding pension consolidation. I felt overwhelmed with the task of understanding this new area and the impact it would have on my future.
My IFA was very approachable and skilled at prioritising the key points for my understanding. Gradually, I learned a background of financial information which has equipped me to ask questions and make decisions.
My experience with BLM is very positive. I am totally confident of the decisions made with the IFA. They have a holistic understanding of my financial situation which reassures me when looking ahead to the next stage of my financial planning.”
Miss M, Leeds, Physiotherapist
“When you trust your finances to one organisation for over 20 years, they must be doing something right. And over that period, personal finance seems to have become more complex, my personal life has followed suit and I as get older, getting the right advice has become even more important. That’s why it’s just what I need to feel assured and confident that my own financial affairs are in good hands. BLM has supported me and navigated me through pensions, savings and mortgages over that period; always on-hand, always responsive and always driven exclusively by my best interests. Best of all, they manage to explain it to me in words I can understand!”
Mr E, Cheshire
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