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Pension schemes

With life expectancy ever on the rise, there has never been a more important time to invest in your future and ensure that when you reach retirement age, you are prepared for it.

Our sister company, Thomas Westcott Chartered Financial Planners, is able to provide unbiased advice on your pension options and pension consolidation for achieving retirement goals. This includes the use of SIPP and SSAS for commercial property purchase and the use of pensions in conjunction with a client's business interests. Our team of specialists can give advice on occupational as well as personal pension arrangements, including auto enrolment and group scheme advice for employers.

Thomas Westcott Chartered Financial Planners is one of the few firms in the southwest of England with Chartered status. Our financial planning team’s credentials include the following:

  • Chartered Financial Planner
  • Certified Financial Planner
  • Pension Transfer Specialist
  • Fellow of the Personal Finance Society
  • Member of the Society of Trust and Estate Practitioners (STEP)
  • Accredited member of the Society of Later Life Advisers (SOLLA)
  • Associate of the Institute of Financial Planning

For more information, please see the financial planning page or contact Iain Andrews.

We also act for pension schemes in an accounts and audit capacity.

Get in touch with one of our specialist advisors to see how we can help you.

shona-godefroy For further information, please contact:
Shona Godefroy FCCA Deputy Managing Partner
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liz-marker For further information, please contact:
Liz Marker MAAT Payroll Manager
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