Protection
How much cash would your family need to maintain their current lifestyle if you die prematurely?
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Pensions
When do you want to retire and how much income will you need?
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Investments
Are you making the best use of any spare capital or surplus income?
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Please click the picture above for our latest brochure on how to take control of your finances.
Pension Transfers and How they Work
The Gold Standard
Here at Wealthamasters we pride ourselves on abiding by the Pension Transfer Gold Standard Guide produced by the Pension Advice Taskforce. You can fund a copy of the guide by clicking here.
Pension Advice Flowchart
We have also produced a wonderful Pension Transfer Flowchart, showing you step-by-step how we process Pension transfers from the moment your approach us for advice to the type of advice you would be provided with along will all the safeguards along the way. You can fund a copy of the flow chart by clicking here
