Pensions

Bringing your retirement plans to life

Bevans Pensions page | NB Financial Solutions | Fishing

Helping you make the right choices for your pension

You spend many years building wealth through pensions and investments, so making the right choices at retirement is crucial. Pensions can take many forms but if you have a pension and it’s based in the UK then we can advise on it. The products themselves are the tax efficient tools that can be used to achieve your retirement goals.

Whether you’re planning for your retirement years in advance or you are about to retire, we can help you work through the available options. Mostly people want to know if they can retire now, or if not, when can they retire? Again, we can help you answer these questions and our cashflow models will help you test your plans against various scenarios. Cashflow modelling helps us answer another common question …. “will you run out of money?”

Bevans Pensions page | NB Financial Solutions | Fishing

Helping you make the right choices for your pension

You spend many years building wealth through pensions and investments, so making the right choices at retirement is crucial. Pensions can take many forms but if you have a pension and it’s based in the UK then we can advise on it. The products themselves are the tax efficient tools that can be used to achieve your retirement goals.

Whether you’re planning for your retirement years in advance or you are about to retire, we can help you work through the available options. Mostly people want to know if they can retire now, or if not, when can they retire? Again, we can help you answer these questions and our cashflow models will help you test your plans against various scenarios. Cashflow modelling helps us answer another common question …. “will you run out of money?”

Forward planning for your retirement

Deciding when to draw pensions can be crucial and you might not need to draw them all at the same time. Having an effective strategy for your pensions can mean you gain the most tax efficient income when it suits you. This is retirement planning.

With retirement planning, we’ll discuss the shape you would like your retirement to take. This could include the need for lump sums of cash, a specific income or to gain the most income with the least amount of tax.

Bevans Pensions page | NB Financial Solutions | Girl in a hat

Forward planning for your retirement

Deciding when to draw pensions can be crucial and you might not need to draw them all at the same time. Having an effective strategy for your pensions can mean you gain the most tax efficient income when it suits you. This is retirement planning.

With retirement planning, we’ll discuss the shape you would like your retirement to take. This could include the need for lump sums of cash, a specific income or to gain the most income with the least amount of tax.

Bevans Pensions page | NB Financial Solutions | Girl in a hat

What we specialise in

Bevans Pensions page | NB Financial Solutions | Investments

Investment

Making your capital work for
you along the way

Bevans pensions page | NB Financial Solutions | Legacy planning

Legacy Planning

Passing your wealth
down the generations

Bevans Pensions page | NB Financial Solutions | Protection

Protection

Protecting you and your family
against the unexpected

Get in touch

At Bevans we provide a personal service building your financial confidence. We’re here every step of the way offering advice to help shape your future, so get in touch with us today and achieve financial freedom.

Telephone

01455 844262

Say Hello

Get in touch

At Bevans we provide a personal service building your financial confidence. We’re here every step of the way offering advice to help shape your future, so get in touch with us today and achieve financial freedom.

Say Hello

Bevans Logo

At Bevans we specialise in providing a bespoke personal service for clients looking for advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.

Bevans is a trading style of NB Financial Solutions Ltd

NB Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA)

Registered in England and Wales No. 10095233

Registered Office

4 St Mary's Mews

Barwell

Leicester

LE9 8AY

Telephone: 01455 844262

Bevans Logo

At Bevans we specialise in providing a bespoke personal service for clients looking for advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.

Bevans is a trading style of NB Financial Solutions Ltd

NB Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA)

Registered in England and Wales No. 10095233

Registered Office

4 St Mary's Mews

Barwell

Leicester

LE9 8AY

Telephone: 01455 844262