Independent Personal Financial Management Ltd.
01767 600912
"When it comes to planning for your retirement, there are so many choices to be made."

When it comes to planning for your retirement, there are so many choices to be made. Stakeholder versus personal pension, unit linked versus with profit, pension or investment plan?

At IPFM our Personal Pension Planning Service is designed to be as simple as possible for you.

We begin with a full audit of your pension history, current income, assets and equity and your future goals, such as retirement age and desired income. As independent financial advisors, we are not tied to any bank, broker or organisation, so we can research a wider market to create a pension plan that is just right for you.

IPFM's personal pension services include:

Existing Pension Arrangement Review and Audit

Retirement Planning

Investment Annuities/ Convemtional Annuities

SIPPs (Self Invested Personal Pension)

Phased Retirement /Income Drawdown

Life Changes and Your Pension
(such as divorce, bereavement & career breaks)