Pension Planning

The value of pensions can fall as well as rise. You may get back less than you invested.

We are independent experts in retirement planning, offering straightforward unbiased advice to help you maximise your income. You do not have to simply accept whatever your pension provider offers since we are here to help you explore the wider range of options that is available.

We will work with you on your retirement goals and review all other forms of income to enable you to minimise unnecessary tax.

At Elementary Investments we will assess your circumstances in detail to ensure you choose the most suitable options and investigate whether you qualify for even more income due to your health or lifestyle.

We will then make our recommendations in easy to understand plain English and we will supply you with a detailed report.

Our experience and knowledge enable us to provide clients with an efficient bespoke service.