Members of the judiciary
If you hold a judicial office and want to make the most of your specialist pension, choose an adviser with a detailed understanding of the various schemes.
How we help you
As a judge or member of the judicial system, you’ll have had a busy life with lots of competing demands for your attention. You’ll no doubt wish to make the transition to retirement as smooth as possible.
Whether you’ve just been appointed or are thinking about retirement, seeking financial advice can provide some much-needed clarity and comfort. We have specific experience in dealing with the various judicial pension schemes, and we’ll use that wisdom to help you achieve your goals.
Some of the ways we can help you include:
Explaining the details of your scheme
We have the experience to help you gain a clearer understanding of whichever schemes are applicable.
Advising on the best strategy for boosting your funds
Judicial pensions follow specific rules, but the right advice can help you unlock their full potential.
Looking into the tax implications of your pension
The interaction of some judicial pensions with other pension schemes creates valuable retirement planning options.
Giving you support and reassurance at every stage
With a helping hand to guide you through the process, you’ll be able to enjoy later life in peace.
Why you need a Chartered Financial Planner
The prestigious title of Chartered Financial Planners represents the gold standard of professionalism and capability. We’re proud to have been granted this exclusive award each year since 2008.
Choose us, and you’ll benefit from our simple, six-step financial planning process.
The thirty-minute initial meeting is at our expense with no obligation. This gives you the opportunity to tell us your aims and objectives, and find out how we can help you achieve those goals.
You can sit back and relax while we gather full information about your current affairs. This includes details from a range of different areas depending on your individual circumstances, including asset allocation, income, taxation, and pension provision.
You’ll get a written report which considers your circumstances, and the options from your existing arrangements reviewed against the open market. Where appropriate, this will include projections and forecasts.
In our second meeting, we’ll explain our recommendations for achieving your aims and objectives. You can decide on the next steps you’d like to take.
If you’ve chosen to ask us to proceed, we’ll carry out any agreed actions for you. These include completing and submitting application forms and paperwork, tracking progress with product providers, and producing policy documentation.
You’ll have access to a range of aftercare services, depending on your particular financial arrangements and the complexity of your affairs.
What our clients say
Read testimonials from some of our valued clients and learn more about the help we can offer.
Our client survey results
See what our valued clients had to say about their experience of working with us.
of clients believe that working with us has helped or will help them to achieve their financial goals
of clients would recommend us to their friends, family or colleagues
of clients were very satisfied that we understand their needs and objectives