Free Pension Review
Those Approaching Retirement - A short, no-obligation conversation to help you understand where you stand.
Making Sense of Your Pension Options
If retirement is approaching, it’s sensible to pause and check whether your pensions are working as they should.
You may be:
– Within 10–15 years of retirement
– Unsure when you can afford to stop working
– Holding multiple pensions from past employers
– Concerned about tax, drawdown, or taking a lump sum
– Wanting reassurance before making irreversible decisions
We help you understand:
– When you could realistically retire
– How much income your pensions may provide
– Whether drawdown or annuities are appropriate
– How to take tax-free cash sensibly
– How your pension fits within your wider financial position
This initial conversation is designed to provide clarity - not pressure.
Independent Wealth Management
If retirement is on the horizon, it’s sensible to check whether your pensions are working as they should.
Our advice is FCA-authorised and regulated, independent and whole-of-market, and delivered in clear, jargon-free language. You’ll deal directly with a local adviser who takes the time to understand your circumstances and explain your options properly.
We focus on helping you make informed decisions at the right time – before options become limited or costly to reverse.
Meet Your Local Advisers
Choosing a pension adviser is about trust, continuity, and accountability — not transactions.
With Fortuna Financial Planning, you benefit from:
– A named adviser you can meet in person
– An established local office you can visit
– Ongoing advice, not a one-off recommendation
– Long-term support as your circumstances evolve
A short introduction to Fortuna Financial Planning and how we support local clients approaching retirement.
What to Expect
Our process is simple and designed to put you in control.
1. A 15–20 minute introductory call
2. We listen and understand your position
3. We explain whether advice would be helpful
4. You decide whether to proceed — no obligation
There is no cost for the initial conversation.
Arrange Your Free Pension Review
Speak to a local, FCA-regulated adviser and gain clarity on your next steps.