Pensions and retirement advice
Your pension is one of the most important financial tools you’ll ever use. Whether you’re building it up or ready to draw from it, we help you make informed decisions that support the retirement you want.
Professional guidance to help you get the most from your pension
Pensions are one of the most important long-term financial assets we hold, but they can also be one of the most overlooked. With changing regulations, evolving products and years of different schemes to consider, it’s not always clear how best to manage them.
At Dartington Wealth Management, we provide expert, regulated advice on pensions to help you make informed decisions, avoid common pitfalls, and build a retirement plan that’s clear, sustainable and tax-efficient.
Understanding your pension options
We advise clients across a wide range of pension needs, including:
- Reviewing and consolidating multiple pension pots
- Understanding your retirement income options
- Planning tax-efficient contributions
- Making sense of workplace and private pensions
- Exploring drawdown, annuities or phased retirement
- Managing pension benefits in line with estate planning
How our advice supports your retirement planning
We’ll help you:
- Reviewing and consolidating multiple pension pots
- Understanding your retirement income options
- Planning tax-efficient contributions
- Exploring drawdown, annuities or phased retirement
What working with us looks like
Our process is designed to give you clarity, not complexity. It begins with a discovery meeting, where we gather an overview of your existing pensions and future retirement goals.
From there, we conduct in-depth analysis, create a tailored retirement strategy, and guide you through your options step by step. If changes or consolidations are required, we’ll take care of the details and liaise directly with providers on your behalf.
Ongoing reviews ensure your pension planning remains suitable as your circumstances or the regulations change.
A message from our CEO
CEO, Dartington Wealth Management
At Dartington Wealth Management, we prioritise honest, independent advice above everything else. Our promise is to provide guidance that genuinely benefits you, rather than meeting sales targets or promoting products. Every recommendation is made with your best interests in mind, as your financial future deserves nothing less than transparency, integrity, and care.
We’re here to build enduring relationships rooted in trust and respect, supporting you to make confident decisions at every life stage.
Ready to take the next step?
If you’d like to understand how your pensions are performing and make clearer decisions about your retirement income, we’re here to help with expert advice and long-term support.
- enquiries@dartingtonwealth.co.uk
- 01223 211 122