Your
retirement plan starts here
I need pension advice
Retirement planning
We are all living longer. 60 is the new 50. This is great news, but only if you are taking your finances seriously.
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Living longer means you will need more money for the extra years you will live for, after you've stopped working.
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Taking financial advice sooner rather than later is key.
We help you to develop your own retirement plan that works for you. The sooner you agree your plan and take action, the easier it will be to accomplish. It's never too late to plan for your future.
Why choose us?
We want you to keep on enjoying your life, long into your retirement. As you age, your health is also determined by your financial well-being.
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Our Retirement Account helps you to pool all of your pension resources. It can receive lump sums and regular contributions from you and/or your company.
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Then, when the time is right, it can provide you with an income tailored to your exact needs. And, with over 3,500 funds to choose from, there's plenty of investment choice to suit all tastes.
Flexible options
Some of us now choose to keep on working a bit longer into our twilight years. If that's you, the option to flex income from your Retirement Account means you can reduce or stop taking income to potentially grow your pot a little further and avoid going into the higher rate income tax band.
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Not every pension provider offers income flexibility or our choice of funds.
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Of course, your retirement plan can include advice on your ISA, OEICs, Investment Bond, Mortgage etc.
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Contact us now for an initial consultation at our expense.
What our clients say
Oliver Lee
Sales Director
Peter is an extremely accomplished Wealth Manager whose advice I value greatly. I find Peter exceedingly dedicated and highly knowledgeable. I confidently recommend him both professionally and personally.
Kevin Fraser
Communications Manager
I can recommend Peter for his tireless effort in helping me achieve my goals with regard to personal financial management.
Camilla Neave
HR Partner
Peter has assisted myself and a number of my friends and colleagues over the past 18 months and has provided an excellent service. He is very knowledgeable in all financial areas I have required help with (pension, mortgage, ISA) and is able to explain the techincal bits in layman's terms which I understood!
“The question isn't at what age I want to retire,
it's at what income.”
George Foreman
ABOUT US
Meet Peter Holt
Peter is passionate about numbers and people. He founded Peter Holt Limited in 1999.
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Since then, he's worked with both private clients and corporate institutions, amassing a vast knowledge of the pension industry along the way.
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Peter believes that having a financial plan is imperative to avoid running out of money in retirement.
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He's helped hundreds of people to take control of their destiny and to design their perfect retirement plan.
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Where will you live? What hobbies will you enjoy? Where will you travel to?
The biggest holiday of your lifetime awaits you. But only if you plan for it.
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Let us help you to plan yours today.