Protection | Aspire Wealth Scotland - Independent Financial Advisers

PENSIONS & RETIREMENT PLANNING

Planning for your retirement is one of the most important aspects of your financial life

TIME TO REVIEW YOUR PENSION

Regular reviews help to ensure their suitability and affordable

GREATER FREEDOM

We can help with keeping the plan fit for purpose applying any flexibility you need around your income needs

CHOICES AND DECISIONS

You may go part-time and take some income from your pension or stop working completely

Pensions & Retirement Planning

Planning for your retirement is one of the most important aspects of your financial life.

At Aspire Wealth Scotland, we pride ourselves in assisting our clients all the way through this journey from setting up their first pension, through to making sure that at retirement, they have the most tax efficient and bespoke retirement plan to suit the lifestyle they are looking for. We also provide independent advice on existing pension schemes to make sure that they have the most cost effective and risk appropriate scheme at all times.

We also assist Employers who are looking to set up and manage company pension schemes. We can provide advice on the best way to go about this in the most tax efficient and cost effective way possible. We also provide independent advice on existing pension schemes to make sure that you have the most cost effective and risk appropriate scheme at all times.

Taxation depends on individual circumstances as well as tax law and HMRC practice which can change.

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Aspire Wealth (Scotland) Limited is a Private Limited Company, Registered in Scotland, No: SC540656. Directors are Mark Thomson and Alana McFarlane. Registered Office: 272 Bath Street, Glasgow, G2 4JR.Aspire Wealth (Scotland) Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 756596. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

If you wish to register a complaint, please write to 272 Bath Street, Glasgow G2 4JR or telephone 07721 834480

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at: www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.