Pension tax advice: get your free consultation
If you’re looking to understand how much tax you’ll have to pay on your pension withdrawals, or simply get to grips with the tax benefits of saving into a pension and the various allowances you need to adhere to, why not get started by arranging a free consultation with an independent financial advisor local to you with Fidelius.
- Assess how to withdraw retirement options in the most tax efficient manner
- Understand whether your pensions could be impacted by inheritance tax
- Speak to a qualified, FCA-regulated, independent financial advisor you can trust
- Rated 4.7/5 on VouchedFor from over 1,500 reviews
Your initial consultation is free and without obligation, but if the IFA feels you’d benefit from paid financial advice, they’ll go over how that works and the charges involved. As with all investments, your capital is at risk.
Book my free consultation
Please note that Fidelius is not able to advise on defined benefit / final salary (e.g. NHS) pensions.
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Why get a free pension consultation...
- Assess how much tax you might have to pay in retirement
- Understand whether your pensions could be impacted by inheritance tax
- Speak to a qualified, FCA-regulated, independent financial advisor you can trust
- Rated 4.7/5 on VouchedFor from over 1,500 reviews
Your initial consultation is free and without obligation, but if the IFA feels you’d benefit from paid financial advice, they’ll go over how that works and the charges involved. As with all investments, your capital is at risk.
How to get started
Ready to speak to a financial advisor? Fill in a few quick details to get started. Your first consultation is free.
STEP 1
Fill in your details
Fill in a few basic details and you’ll you’ll be matched to an advisor based on the type of advice you need, the level of assets you have, and where you live.
STEP 2
Speak to an expert advisor
Your advisor will discuss your goals, investment picture and answer questions. They’ll also discuss whether you’d benefit from paid financial advice.
STEP 3
Take control of your pensions
You should have a clearer idea of your options and the opportunities available to you. If you’d like further help, you can arrange that with your advisor.
Why choose Fidelius?
At Fidelius, we believe in a full approach to financial planning – it’s about looking at the whole picture to really understand all aspects of your life and finances. Then once we know where you are, and where you want to go, we can give you really informed and tailored advice to help you achieve your goals and secure your future….
- FCA Authorised
- VouchedFor Top Rated Advice Firm 2024 – rated 4.7/5 from over 1,500 customer reviews
- FTAdviser Top 20 Financial Advice Firm 2024
- Not tied to specific providers – access to whole of market
- Fidelius have around £2 billion assets under management
Meet the pension experts
Rated 4.7/5 stars on VouchedFor from over 1,500 reviews, their team of expert Financial & Chartered Financial Planners work closely with you to understand your specific needs, and be there to guide you through some of life’s most important decisions.
Rachel Henley
4.8/5 from 199 reviews
Craig Chapman
4.7/5 from 95 reviews
Martin Grundy
4.6/5 from 56 reviews
Dane Kerkin
4.5/5 from 29 reviews
Why we're recommending Fidelius for financial advice
“Trust and transparency have always been a key priority for us, which is why we’ve chosen Fidelius to provide our members with financial advice. We wanted to partner with a well-established, FCA-regulated firm of advisors that is truly independent and can offer advice across the whole of the market.
“So, if you’re looking to take control of your pensions, why not get started by arranging a free consultation with an independent financial advisor local to you with Fidelius.”
Stuart Lewis, CEO - Rest Less
Get in touch
Submit a few basic details to arrange a your free pension consultation with an expert, FCA-regulated financial planner near you.
As with all investments, the values may rise or fall, and are not guaranteed. Past performance is not an indicator of future performance.
The Financial Planning services are provided through Fidelius Ltd. Fidelius Ltd is responsible for the oversight of financial advice and promotions provided by Fidelius Ltd only. Please Note: other FCA regulated entities are held responsible for financial promotions that are not related to Fidelius Ltd.
Fidelius Ltd is authorised and regulated by the Financial Conduct Authority (FCA reference is 188615). Registered No. 03658809 ENGLAND. Registered Office: No.1 Bath Quays, 1 Foundry Lane, Bath, BA2 3GZ.