Helping Hands: Where to get financial advice

This week we’ve looked at at the differences between financial advice and guidance, and why you might consider getting expert help, and where to obtain guidance. Today we’re covering financial advice and where you can get it when thinking about taking your retirement benefits.

Watch our short video on what financial advice involves and the services an adviser can offer.

Watch our short video on how to choose a financial adviser.

Chartered financial planners for all your needs

As part of your employer’s partnership with Aspire to Retire you have access to Pension Potential. If you’d like advice, Pension Potential can refer you to Punter Southall Aspire’s highly qualified Chartered Financial Planning service.

The team of dedicated financial planners is here to help every client reach their goals. They start by understanding your goals and then build a plan to help you get there.

The team also review and reassess plans to make sure they’re achieving what you need. If changes are needed, they’ll explain why and ensure that you always know what’s happening.

Whatever your goals, Punter Southall Aspire’s Chartered Financial Planning service is here to understand and work with you to achieve them.

Want to take it further?

Go to the Pension Potential hub, fill in the form and select ‘Book a call’ to discuss your options. Your first meeting with a Pension Potential expert will be free, and a financial planner will explain any costs for specific advice when you speak to them.

⛔ Don’t lose out to scammers

In the past the average pension scam visit has lost £75,000. Don’t let that be you.
Check out our top tips on spotting pension scams