Retirement Planning 

Saving for the future is best achieved with sound advice and access to the full range of market products and services.

As independent financial advisers, Park House Financial Services are not tied to a bank or any other company and will only provide recommendations to suit your current circumstances, your future needs and your pocket.

We can offer a financial health check to project how well your current pension arrangements could meet your needs in retirement and help you to design practical solutions for forward planning.

Is your pension being pinched?

If you are worried about the value of your personal pension plan, contact Park House Financial Services for an independent review and impartial advice.

Call Robin on 01792 424124 for a free initial discussion or to arrange an appointment

Have you taken advantage of RDR?

RDR (the Retail Distribution Review) is a Government driven initiative designed to make the process of charging for financial advice and products more transparent. The RDR rules came into force on 1st January 2013;

In most cases, commission has been replaced by fees. This means that you could be paying too much for the "servicing" of your pension or investment.

We aim to provide a clear and easy to understand charging structure, including telling you if you could save money and helping your pension to grow.

Ask us for a review or to take over the ongoing management of your pension and investments to see if we can reduce your fees or boost performance.

Call us for further details: 

01792 424124 or  01959 570699

Note: The value of your income from your investment can go down as well as up. 

The value of your investments can go down as well as up, so you could get back less than you invested. 

Which Pension? What Pension?
Contact Park House Financial Services for advice and access to a wide range of retirement plans, including:
  • Annuities
  • Self Invested Personal Pensions
  • Additional Voluntary Contributions
  • Stakeholder Schemes
  • Group Personal Pensions
  • Ethical Investment Pension Plans
  • Auto-enrolment and NEST

 Is your business ready for Auto Enrolment? 

Ask us for a free assessment of your requirements and options and put yourself in the Auto Enrolment driving seat for your firm's retirement planning.

Note: the information contained in this website is intended for UK residents and is not a substitute for personalised advice. 

Contact Richard Davis on 01959 570699 or

                        Robin Wood on 07846 916 728

to arrange a personal retirement planning meeting.