Our Services / Pension Advice
plan early, invest wisely, secure your financial future
Retirement should be one of the most enjoyable and fulfilling stages of your life.
Why Pension Planning Matters
At the heart of every successful retirement plan is one simple goal, ensuring you have enough money to live the way you want to.
With today’s flexible pension options, you have more choice than ever before, but also more risk if you get it wrong. Professional advice helps you make decisions that protect your income for 20, 30, or even 40 years of retirement.
Our Pension Expertise
Specialist advice tailored to your future.
Starting a Pension
Guidance for first-time investors on building your retirement fund effectivel
Pension Freedoms
Understand your options for accessing savings under the current pension rules.
Frozen or Lost Pensions
Unlock, trace, and consolidate old pensions for easier management.
Taking Your Benefits
Plan how and when to draw income — balancing flexibility, risk, and taxation.
The Process
Our Step-by-Step Approach
Discovery
We get to know your goals and current pension arrangements.
Analysis
We assess fund performance, contribution levels, and future needs.
Strategy
We design a personalised plan aligned to your desired retirement age and lifestyle.
Review
Monitor and adjust regularly
Why Choose Executive Wealth Services
Choosing the right adviser matters. With over 75 years of combined experience, our team has built a reputation for honest, practical, and client-focused pension advice.
Tailored strategies built around your lifestyle and risk preferences
Fully transparent advice with clear explanations and no jargon
Trusted professionals with a track record of long-term client satisfaction
Important Information
A pension is a long-term investment. The fund value may fluctuate and can go down, which could affect the level of benefits available.
Your pension could be affected by interest rates at the time you take your benefits. The tax implications of pension withdrawals depend on your personal circumstances, and both tax legislation and regulation are subject to change.