Holistic Financial Planning is always about looking at the long-term plan and evaluating in full the available options, for all clients when building funds towards retirement or looking at how funds should be taken at retirement.

With many years of experience and a wealth of expertise, we can work with you or your company to set up a personal or self-invested pension scheme, group personal pensions for your staff, executive pensions for the directors and review any aspect of pensions, or build a plan that detail show your accumulated pension funds can be brought together and then taken flexibly once you have retired.

We are accredited with the Personal Finance Society as a Gold Standard Pension Transfer Advice specialist firm, ensuring our clients know they are dealing with a firm that is going above and beyond and has the highest level of integrity when advising on complex pension matters.

You can have a personal pension if you are employed, self-employed or not working. If you are employed, your employer can also contribute to your personal pension.

This means you can have a personal pension to provide additional retirement benefits, even if you are a member of a workplace pension scheme.