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Pensions and Investments

Every day we change the lives of our pension & investments clients by helping them to plan for a brighter and more secure future.

Speak to our experts

For a FREE initial consultation with our independent financial experts, simply complete the form on this page, call 01244 356 789 or email info@cullimoredutton.co.uk.

How we can help with pensions & investments?

We recognise the importance of sound and impartial advice on investment opportunities and pensions and are one of the few legal practices to offer our clients financial services to complement our legal expertise.

We provide independent advice through tailored financial planning. Our in-house experts are regulated by the Financial Conduct Authority and are committed to providing clients with a quality assured service.

We recognise that when you are investing substantial sums of money, you need confidence that your investment will be professionally managed. Creating tailor-made solutions, we combine first-class investment management with a personal service to enable clients to fulfil their long-term financial objectives.

You will no doubt have a few questions about the advice and support our Pension & Investments team offers as well as the processes involved before you decide to instruct your Financial Adviser.

We have captured some of the questions which we are frequently asked below. Remember all our teams also offer a free initial consultation.

We have a great track record of supporting our pension & investment clients with:

  • Investing for growth/income
  • Regular premium investment
  • Pension and retirement planning
  • Trusts and inheritance tax planning

The value of investments can go down as well as up and you may get less back than the amount invested.

The Financial Conduct Authority does not regulate Taxation and Trust advice.

  • Experienced

    Our truly independent financial advisors have an enviable level of knowledge and expertise and manage the portfolios of multiple clients through tailored financial and retirement planning.

  • Specialists

    Our team specialise in investment and financial planning and are members of the Personal Finance Society. We are one of the few legal practices to offer specialist, independent financial advice alongside our legal services and believe that doing so provides our clients with a better all-round service.

  • Understanding

    We recognise a need for impartial advice on investment opportunities and pensions and value the opportunity to help our clients to achieve financial security and peace of mind. We understand that clients need confidence when investing substantial sums of money and promise that your investment will be managed professionally.

Frequently asked questions about Pensions & Investments

The financial advice we offer does not just look after your money, we will research and investigate all your financial interests and propose solutions that will ensure your money looks after you.

The advice we provide is centered around you and your aspirations for the future; the lifestyle you wish to lead in retirement, the age at which you hope to retire and what you plan to leave behind to your loved ones. Our service will provide you with an all-encompassing financial plan tailored to meet those aspirations.

That is very much dependent on the age at which you plan to retire and the lifestyle you wish to lead in retirement. We will review all the elements within this equation and provide you with a series of options which best match your ambitions.

While we do not have a fixed minimum figure the service we provide is for serious investors. This does not necessarily mean that you need large sums of cash in the bank as we will consider all your financial interest; pensions, shares, property, family etc, when discussing your plans with you.

Yes, we do. If fact we do not just offer pension reviews; as part of our retirement planning service, we will consider all financial elements, pensions (and how well they are performing), shares, property, tax implications etc, taking everything into account including your retirement ambitions and provide you with an all-encompassing financial plan.

This is very much dependent on your circumstances, the value of the pension pots (how well they are performing), and your retirement aspirations all of which we will review as part of our retirement planning service.

Who will work with you on your Pensions & Investments?

An independent financial adviser with at least 25 years’ experience in this area of work.

Administrative duties will be undertaken by our support staff.