Be confident in your retirement plan.
Whether you’re planning for it or are already there, we can help you make the most of your money.
Retirement Planning
It’s never too early or late to plan for your retirement.
From grand plans to grandkids, enjoying simple pleasures or dreaming of exotic adventures – your retirement is unique to you. Work with us to put a good plan in place that will help you retire when, and how, you want to.
Retirement looks very different nowadays. Pensions are a great way to save for retirement, and we have access to the right tools to find the right solution for you.
Lovegrove’s Retirement Planning solutions help you:
Understand how much money you will need for retirement – no matter how old you are now
Review pension pots from different jobs
Make sense of tax benefits as you save for your retirement
You need a retirement plan, so book a chat with us to get started.
Pension Advice
Make the most of your money both today and in the future.
If you are ready to access your pension savings and want to confidently embrace retirement, Lovegrove can help.
Our Pension Advice is designed specifically for you. Because our relationship with you is deeper than just one meeting, Lovegrove will look at your whole situation to help you understand your options – giving you confidence for this significant financial change in your life.
We will be there for you as things develop or change, making sure the pension advice we provide gives you the right balance of certainty and flexibility for your lifestyle.
For peace of mind before you take the plunge, book a chat.
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.