OUR   SERVICES

RETIREMENT  PLANNING


Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension requirements.

 

We can help you make the most of your retirement opportunities through:

Investing for your Retirement

 

Personal Pensions

From simple stakeholder plans to the more complex self invested personal pensions, we have a range of flexible options to suit your situation and objectives. The key issue is to plan for your future and not delay. We will take you through the decision process and create bespoke solutions for you.

 

Many people find themselves in poorly performing pensions we can help you through the maze of information required to make your decision as to whether it is in your best interests to switch your pension to another provider.

 

Taking Your Pension


Annuities

We’ll talk to you about the options that you have available, and then search the whole of the market to ensure you receive the best deal for the rest of your life.


Income Drawdown

This is an alternative option to taking an annuity and is growing in popularity, while more complex than annuities many people believe this option is favourable, due to the flexibility it offers.

 

It is important to consider both the advantages and risks attached to the options you have and we can help you decide what’s best for you.


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Watson Financial Ltd is an appointed representative of CAERUS Financial Limited, Building 120, Windmill Hill Business Park, Swindon, SN5 6NX, which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference 497604.
Registered in England & Wales number: 06986949. Registered Office: 1A Fore Street, Bridestowe, Okehampton, Devon EX20 4EL.

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