Pension advice

Turn confusion into confidence with jargon-free advice about your retirement funds and how to make your money work harder for you.

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Your retirement, your way

The world of pensions can be confusing however financially savvy you are, which is why it’s worth seeking expert advice. Our team specialise in helping people just like you to plan for a happy retirement, so you’re in the perfect place to get the right support.

If you think you may have several pension pots and want to learn about consolidating them, we can give you valuable insight. Or if you’re simply concerned your current pension arrangements aren’t giving you the most bang for your buck, our experts can make the necessary changes.

Once you’ve spoken to our helpful, plain-speaking team, you’ll feel reassured and excited about the next chapter of your life.

Your questions, answered

How much is “enough” to live the retirement I’ve always dreamed of?

The exact figure differs for everyone, but we can help you identify your ideal number and the steps you need to take to reach it.

Together, we’ll discuss your past achievement, your current position, and what you want from later life. Then we’ll create and implement a personalised plan designed to help you reach every one of your goals.

What is financial planning and how can it solve my pension problems?

Financial planning paints a clear picture of your life and ambitions, monetary or otherwise. If you’re concerned about pensions, a financial plan will give you a better understanding.

Our financial plans take all of your pension arrangements into account. Together, we’ll use this information to make the right decisions for your future.

Is a pension the best way to avoid paying unnecessary tax?

These are several methods of ensuring you don’t pay more tax than is needed, but pensions do offer some significant benefits.

The trouble is understanding the complicated rules. By seeking advice from a qualified financial professional, you can take advantage of the various allowances and tax reliefs available and avoid any pitfalls.

Why should I choose Tudor Franklin to help me with my pensions?

Both of our financial planners, Richard and Bharat, have years of experience in helping people like you to plan for a more comfortable retirement.

With specialist qualifications in pension planning, our experts have the know-how you need to avoid making the wrong choices. They can even set up and manage pension funds on your behalf.

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.

The Financial Conduct Authority does not regulate Tax advice.

What clients say

Tudor Franklin gives us reassurance that our money is being looked after.

Alan & Cheryl

Talking to Tudor Franklin has been really reassuring.

Claire & Gavin

Tudor Franklin has given us confidence for the future.”

Jenny & David

Tudor Franklin makes us feel confident and relaxed.

Robert & Tina

Tudor Franklin makes us feel very happy and secure.

Annette & Jim

We feel safe and secure with Tudor Franklin.

Namita & Ranjit

How it works

Taking control of your financial future is easy with our simple three-step process. With our expert guidance all the way, you’ll get a clearer picture of your position and how to better it.

Your life

To get started, we’ll look at where you’re at and where you want to be in future in four key areas: family, lifestyle, career, and property.

Your future

You’ll be presented with and talked through a comprehensive financial plan, detailing the steps you need to take to make your dreams a reality.

Your solution

Give us the go-ahead and we’ll put your plan in action, keeping you informed of progress at every stage so that you have nothing to worry about.

Mandy Johnson
Mandy Johnson
Highly recommend for easy to understand, sound advice in an area we know very little about
Graham Bowler
Graham Bowler
Richard at Tudor Franklin has always given good financial advice to us over a number of years. He is reliable and friendly and so therefore I have no hesitation in recommending his services.
Sue Dorey
Sue Dorey
Brilliant, friendly service from Richard Meats. He takes lots of time to listen to your personal circumstances and views and then to find the best investment options. He then patiently explains each option in a language you can understand.
Alison Fraser
Alison Fraser
Bharat has been my financial advisor for several years and I can't recommend him highly enough. He is friendly, reliable and takes time to explain concepts in an understandable way.
I contacted Tudor Franklin for pension advice following an search. Bharat responded the same day to my enquiry and following an initial conversation, I made an appointment for a pension review. Bharat took the time to understand my situation and explained things very clearly. He put me at ease and it was very easy to speak with him. From working through all the information together, he was able to reassure me and suggested additional things I may wish to think about. I would highly recommend Bharat and will not hesitate to contact him again.
Bhavik Patel
Bhavik Patel
I have been dealing with Bharat for my financial matters for years and trust his professional advice and friendly approach and his ability to communicate in a clear and concise way. Would recommend his company for all your financial needs.
I would recommend these wholeheartedly. I dealt with Bharat before he started this business with Richard and the advice of Inheritance tax planning is superb and we are on the way to saving a lot of tax. These people are not pushy salesmen but advisers who give you teh facts ad let you decide.Very well qualified in their profession.
London C
London C
Richard gave me some excellent advice particularly on investments and pensionions. Definitely worth speaking to.