Whether you are saving for retirement or at retirement we can help to put a plan in place for now and in the future.

0333 014 6267

We can help you make the most of your money

Retirement planning can be confusing, but it doesn’t have to be. We can  provide you with the right help to make the right choices. We’re experts in pensions and our specialist phone-based service makes it easy for you to contact us.

Find out how we can:

  • Review your existing retirement plan
  • Recommend how much you should be saving
  • Provide you with advice on pensions and investment funds
  • Provide regular reviews on your funding for retirement

Whether accumulating pension benefits, consolidating existing arrangements, or taking advice on the best and most tax-efficient way of receiving pensions, our advisers are experienced in all aspects of retirement planning.

Why is retirement planning important?

No matter what stage in life you’re at, we can help you review your finances and ensure you’ve considered all your options to put the right solutions in place for you and your family.

  • Deciding what age to retire can make a big impact on your income and capital.
  • The new increased pension flexibility means it’s important to understand your options.
  • You can take stock of all your savings, investments, and assets.
  • Advice on estate and trust planning can help mitigate inheritance tax

Compare and Buy

National Friendly Financial Solutions offers a Compare and Buy service.  In simple terms, this is like using a comparison service, involving a subject matter expert to guide you through the process, and remove all the concerns generated when it is impossible to ask those important questions.

Whether it be Life Cover, Mortgage Protection, Critical Illness cover, PMI or PHI, our service encourages a conversation that gives you confidence that the important questions have been answered. Find out more here.

We’re just a phone call away

We can help via the phone, email, post or online. When you get in touch, you get your own friendly, dedicated expert ready to listen and help you understand what’s on offer.

We explain everything and keep things clear and straightforward.