Retirement planning

Preparing for the future

Ever heard of the term “make hay while the sun shines?” It’s all about preparation and optimising opportunities. Retirement may seem a distant milestone, but putting money aside for your retirement is vital if you want to maintain your lifestyle when you reach that special age.

Maybe you have a pension fund in place already, or perhaps you have several pension plans? But, how are they performing? If you don’t know the answer to this crucial question, it’s time to find out.

Start treating your pensions like your mortgage. Most people review their mortgages every 2 or 3 years, so why should your pension be any different?
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Ongoing Service

Pension Reviews

Financial markets are constantly changing, and so is the value of your investments. You might have a pension plan in place, but do you know how well it is performing?

Pension reviews are essential if you want to maximise your investments for a comfortable retirement.

We carry out comprehensive audits on pension arrangements for thousands of clients to assess their current situation, including state benefits and any State Earnings Related Pension (SERPs) entitlements.

pension evaluation

Putting you in the picture

What you think you’ll get when you retire and what you actually get could be vastly different. So, if you are unsure about your pension arrangement and whether it is fit for purpose, Beal’s can give you the answers.

We evaluate your current pension provision to determine what you are likely to receive on retirement and whether any funding gaps need plugging.


Understanding your needs

We can even help you when you reach retirement age. We can advise you on all the options open to you and which pension benefits you qualify for.

We listen to what you want. We listen and act in the best way for you, so you get the investment scheme unique to you. You get the access you need, the timescale that suits, and a full understanding of the tax implications.

smarter saving

Are you thinking about investments?

Whether it is a lump sum or setting aside a small amount each month, we have the investment vehicle to suit your needs. We tailor our portfolio so we never lose sight of what it is you want.

We also focus on the most tax-efficient schemes (like ISAs) to make your money work harder and smarter.

Beals Mortgage & Financial Services

Your Financial Success, Sorted.

We offer high-level Professional Financial services to a wide range of people. These services include Pensions, Investments, Mortgages, Equity Release, Protection and Wills. The services that we provide can be expanded to include a full ongoing plan, to keep your finances in tip-top shape throughout your life.

All of our Services are administered in such a way as to provide you with an ongoing and individually- tailored experience. We understand that no two people will be in the same situation financially. You may have multiple products or services that you are interested in, in which case, these can be discussed with our Advisers.
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