Pension Review:

Secure Your Retirement Today!

Build a secure tomorrow by assessing the suitability of combing your pensions into one modern scheme, Intelligently Invested.

Managing multiple pensions can be a complex and stressful endeavor. So if you have been pondering “Should I consolidate/combine my pensions?” you are in the right place!

Assessing the suitability of combining your pensions and securing your retirement has never been easier with Greenfields Financial Management.

Why should I consolidate/
combine my pensions?

Consolidating your pensions could be a wise move to secure a relaxed and enjoyable retirement. It essentially simplifies your finances by putting them in one place, which could also save you some money! But remember, what’s right for one person may not be right for another, so talking with a financial advisor can help you make an informed decision that’s perfect for your individual circumstances. That’s where Greenfields come in. We offer a limited number of Discovery Meeting each month entirely at our cost.

Ease of Management

Combining pensions amalgamates your investments, making them easier to manage and monitor.

Reduced Fees

Merging pensions can potentially lower the administrative fees, maximizing your retirement savings.

Enhanced Flexibility

A consolidated pension plan offers more flexibility in investment choices and withdrawal options.

Improved Financial Overview

Having a single pension pot provides a clear, consolidated view of your financial status, aiding in better decision-making.

What Clients Think
of Greenfields
Financial Management

'Toby explained everything very clearly and in a relaxed but professional atmosphere that made it easy for us to ask questions.’

‘Toby has helped me to fully understand the advantages and disadvantages of my objective to minimise IHT liability. He provided a very professional and personable response to my questions.’

'Once contact was made, Toby has been amazing. Excellent communication and in the discovery meeting really helped me to work through what I wanted exactly.'

‘I thoroughly enjoyed my initial discovery time with Toby, who went to great lengths to listen, understand and talk through my short, mid and long-term financial needs.'

‘Following thorough requirement and fact finding meetings, Toby put together a clear and concise tax efficient plan for future pension/investment drawdowns whilst being mindful of income tax and future inheritance tax.'

Ready To Experience the
Peace of Mind that Comes
with Pension Consolidation?

Click below to book a free, no-obligation call with one of our expert financial advisors. Explore the possibilities of combining your pensions and secure a prosperous, stress-free retirement with the help of Greenfields Financial Management.

Pension Review:

Secure Your Retirement Today!

Why should I consolidate/ combine my pensions?

What are the benefits of combining my pensions?