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Personalised Retirement Planning in Bristol, Bath & Surrounding Areas
Secure Your Financial Future with Expert Retirement Advice
Planning for retirement is one of the most important financial decisions you'll make. At Strong Financial Solutions, we provide personalised retirement planning advice for clients across Bristol, Bath, Weston-super-Mare, Portishead, Clevedon, Gloucestershire, Exeter, and North Somerset.
Whether you're looking to consolidate multiple pensions, plan your retirement income, or understand how much you'll need to retire comfortably, our expert advisers are here to guide you every step of the way.
Book a no-obligation Retirement Review and take control of your future today.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Our Retirement Planning Services
Pension Consolidation
Do you have multiple pensions scattered from previous jobs? We help simplify your finances by consolidating pensions into one manageable pot.
- Understand the benefits of combining pensions for ease and better growth potential.
- Assess which pensions are best to transfer and which to retain.
- Maximise your pension growth by reducing unnecessary fees and charges.
Learn More About Pension Consolidation and make your retirement planning simpler.
If you hold a Defined Benefit Pension Scheme or Defined Contribution pension with a guaranteed minimum pension or income, any advice you receive will be through a dedicated referral advice service and a specialist within our network.
Retirement Income Planning
Are you wondering how much income you’ll have in retirement? We provide tailored advice to ensure you can maintain your lifestyle when you stop working.
- Calculate how much you'll need to retire comfortably.
- Plan how to draw down your pensions tax-efficiently.
- Consider additional income sources, such as investments or rental properties.
Speak to a Retirement Planning Expert and secure your future income.
Tax-Efficient Retirement Strategies
Minimising tax is essential for making the most of your retirement income. We help with:
- Understanding tax-free lump sum allowances.
- Strategies for drawing income while reducing tax liabilities.
- Advice on keeping more of your pension income.
Find Out How to Reduce Retirement Tax and protect more of your money.
Pension Transfer Advice
Are you considering transferring a pension for better returns or flexibility? We provide expert, personalised advice to help you make informed decisions.
- Evaluate the benefits and risks of transferring pensions.
- Ensure you're not losing valuable benefits.
- Understand how pension transfers can impact your retirement goals.
Book a no-obligation Pension Transfer Review to explore your options.
Common Retirement Concerns We Address
How Much Do I Need to Retire Comfortably?
We assess your current finances, desired lifestyle, and retirement goals to provide a clear income plan.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
How Do I Combine My Pensions?
We simplify the process by assessing all existing pensions, ensuring the right ones are consolidated for better growth and simplicity.
What Age Should I Retire?
This depends on your financial readiness, pension values, and long-term goals. We provide clear guidance on when you can afford to retire.
Why Choose Strong Financial Solutions for Retirement Planning?
- Personalised, one-to-one advice that fits your circumstances and goals.
- Local expertise with knowledge of the Bristol, Bath, and surrounding property and investment markets.
- Clear, jargon-free guidance to simplify retirement complexities.
- Flexible appointments, available remotely or in person.
- Focused on long-term financial security for a stress-free retirement.
Speak to a Local Retirement Expert or Book Your no-obligation Retirement Review today.
Areas We Cover
We provide expert retirement planning advice across:
- Bristol (including Clifton, Bedminster, Redland, Southville)
- Bath
- Weston-super-Mare
- Portishead
- Clevedon
- Gloucestershire
- Exeter
- North Somerset
Frequently Asked Retirement Questions
Can I Retire Early?
Yes, but early retirement requires careful planning to ensure your income lasts. We provide tailored advice to help assess if this is possible for you.
How Much Tax Will I Pay on My Pension?
This depends on how you withdraw funds. We guide you on making the most of tax-free allowances and reducing tax where possible.
Should I Combine My Pensions?
Combining pensions can simplify management and improve growth. We assess whether this is the right option for you.
Ready to Plan for a Comfortable Retirement?
Don't leave your retirement to chance. With Strong Financial Solutions, you'll receive expert, personalised advice to help you plan for the retirement you deserve.
Book a no-obligation Retirement Review to get started.
Learn More About Pension Options to secure your financial future.
We understand that from time to time our clients may find themselves dealing with circumstances that could mean they are potentially vulnerable. For example, a change in health, caring for a family member, or coping with the loss of a loved one. There are many different types of vulnerability, and what makes one person vulnerable might not affect someone else. When we are vulnerable, our need for financial advice may change. However, admitting vulnerability or seeking help can sometimes feel hard.
If this is something you would like to discuss with us, please ask for a copy of our support guide or download a copy here. This guide is designed to help explain vulnerability and the ways in which we might be able to support you. If you feel any of the circumstances in the brochure apply to you, please talk to us
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Strong Financial Solutions is a trading name of Strong Mortgage Solutions which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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