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Retirement Pensions

There are two important aspects to pensions planning:

  • Choosing the correct type of retirement pension for you.
  • Receiving ongoing investment expertise to achieve continual success with your retirement pension fund.

Gordon Tate Associates can arrange pensions in line with your retirement income expectations, monitor progress and manage their return on investment.

Pension options include:

  • Personal pensions and
  • Self-invested personal pensions

Both types of pensions offer tax-efficient saving for retirement but only expert financial assessment can determine which is best for your circumstances.

We can also advise on state pensions.

Please contact us to find out more.

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Tel: 0845 013 8659
Mobile: 07973 713194
Fax: 0844 579 0381

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Testimonials

"Further to your recent visit to my home to discuss my parents' future financial situation, I would like to take this opportunity to thank you for your honest evaluation of their situation.

As both of my parents entered different homes at the same time to cater for their individual needs I needed financial advice. This is why I consulted you for a care plan for both of them.

You have saved them many thousands of pounds of their savings with your totally unbiased advice on how to get into the NHS Continuous Care system. I had never heard of it and to be honest, financially there was no reason for you to advise me of it. Thank you."


A.J. Richardson

Gordon Tate Associates is a trading name of Honister Partners Ltd. Honister Partners Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk) under reference 150452. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FSA do not regulate some forms of mortgages and tax planning services. Honister Partners Ltd. Registered Office 1 Nicholas Road, London W11 4AN. Registered in England no. 06923303.

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