Often clients have a selection of pensions with different companies or from previous employers which they either don’t understand or are generally disappointed with their performance.

This is understandable as pension legislation is often complicated and many pensions:

• Perform poorly
• Have high charges
• Are not regularly reviewed

Our Pension Review Service uses the same Investment Process as our Investment Review Service and gives you an overview of your existing pensions, projections to retirement and a detailed review of their performance, charges and flexibility.

New developments and changes in legislation allow:

• Investment in Commercial Property via a Self Invested Personal Pension or SIPP.
• A tax free lump sum to be taken from protected rights pensions.
• Several pensions to be consolidated into one place but with the ability to still spread your investment management between different companies.

Your Performance Review Report will highlight how these changes can benefit you.

There is no up front fee for this service. Our fee only becomes payable it is in your best interests to transfer your pensions to our management and you agree to do so. It really is a nothing ventured nothing gained review.

• Financial Planning
• Investment Review
• Pensions Review
• Tax Planning

No investment decision should be taken based on the content of this website. Always take full individual advice first, the regulations governing tax rates and investments may change in the future.

CFP^CM and CERTIFIED FINANCIAL PLANNER^CM are Certification Marks owned by Financial Planning Standards Board Ltd. Institute of Financial Planning is the sole licensing authority for the marks in the United Kingdom, through agreement with FPSB.

Whilst we choose carefully the links listed above, we are not responsible for the accuracy or the content of external sites.

Tony Barber Financial Ltd is an Appointed Representative of Financial Ltd which is Authorised and Regulated by the Financial Services Authority.
Company Registration Number - 5102278. FSA Number - 464539
Registered Office: Corner House, High Street, St Dogmaels, Cardigan, Pembrokeshire, SA43 3EQ