Retirement Planning
How we provide you with a retirement planning service that other independent financial advisors simply can’t match.
If you’re like most people today, you’re probably unhappy with your current pension arrangements. If it’s not the fact that you don’t have a pension, it may well be that you don’t fully understand the one you’ve got. For many people, the problem is simply one of poor service - of not being looked after properly.
pensions are still the best way to build up funds for retirement
In addition to this, pensions in general have received poor publicity in recent years and it’s a commonly held belief that they do not produce good returns, and that annuities in particular offer poor value.
So where does that leave you, and where do you go for reliable advice?
We believe we can provide you with the retirement planning service you’re looking for. Not only do many of our clients trust us to their family and friends, but the vast majority of our new business comes through personal or professional recommendation.
I have been a client of Admiral Asset Management Limited since 1994, both in a personal and professional capacity. I have been and am very pleased with the service I receive from your organisation, particularly with the prompt responses to queries from your helpful colleagues. I would recommend Admiral as a firm with a thoroughly professional yet friendly approach, who care about client relationships and who, in my experience, achieve results.
Michael E Elwood, FCA. Sheffield.
As a company we have more than 100 years of experience between us, and we use it to successfully manage over £60 million worth of assets for our clients.
We place a great deal of emphasis on giving you the best service possible, so because we don’t employ any sales people you will always have the pleasure of dealing with one of our directors, all of which are fully qualified Financial Planners.
Mike Biggin, our retirement planning specialist, believes passionately that pensions are still the best way to build up funds for retirement.
Mike has over 29 years of experience in the pensions industry and holds the advanced financial planning certificate, including G60 which is the highest recognised industry qualification. He is well used to dealing with high net worth clients with large pensions funds, so you will be in safe hands.
Are you looking for a company that will provide you with professional and personal retirement advice?
We believe we can provide you with the service you are looking for because:-
- Our retirement planning service is an individual one
- We offer to monitor and review your pension arrangements regularly
- We offer specialist advice on all aspects or retirement planning
- We provide pre and post retirement advice
- We place great emphasis on a personal service
- Almost all of our business comes through referral and recommendation
- We do what we say we’ll do with integrity
- We aim to build a long term relationship with you
- We have over 100 years of combined experience to hand
- We have hundreds of satisfied clients
- Professionalism and attention to detail are ingrained into everything we do
- We are one of the oldest independent financial advisers in the region
- All our directors are registered individuals and hold industry qualifications
- Leading firms of accountants and solicitors throughout Lincolnshire and Yorkshire introduce their clients to us
- We continually invest in our business to improve our service
- We believe in traditional courtesies and values
- We genuinely care about your financial well-being
With many of our competitors, once you have set your pension arrangements up that’s how they stay. There is often no reassessment or review at all. They are working on the basis that once you have invested your money with them, they need to keep existing costs down to an absolute minimum and look for more new clients. This is short term thinking on their part, but more importantly it does you a great disservice.
we are one of the few independent financial advisers that will review your pension arrangements with you on a regular basis
Here at Admiral, we first find out as much as possible about you, including any existing investments and pensions funds you may have. We then discuss your goals and aspirations in depth.
Once we have an accurate picture of what you are aiming for, we will explain the options open to you, making sure you fully understand them. We then put together a plan to help you achieve your goals.
As part of the service, we will keep you up-to-date with planning opportunities as they arise. We’ll also make sure you are aware of any legislative changes and how they may affect you.
Importantly, we are one of the few independent financial advisers that offer to review your pension arrangements with you on a regular basis. This is because we consider looking after our existing clients more important than finding new clients. When we take you on as a client, we anticipate taking you on for life. We believe long term thinking is absolutely necessary if we are to give you the service you deserve.
This goes completely against the thinking of our competitors, but when you join us you’ll soon discover we’re very different from the rest.
Ask what other financial advisers can provide you with, and then compare it to what you receive from us. As a valued client of Admiral Asset Management you will receive all of the following, and more:-
- A retirement planning service which focuses on high quality solutions
- A truly independent service giving you the impartial advice you actually need
- A service from professionals who specialise in pensions
- Advice only from experienced directors who know what they’re talking about
- Confidence that you are dealing with a principled company
- The security of knowing you are with a local company successfully managing millions of pounds worth of assets for people just like you
- Peace of mind from being with one of the few companies to receive referrals from solicitors and accountants throughout Lincolnshire and Yorkshire
- The reassurance of joining other people who have already made the decision you are about to make
- The comfort of knowing that we are in this with you for the long run
- Professional and courteous treatment making it a pleasure to deal with us
We also commit to the following;
- To look after you
- To see you regularly
- To deal with you in a friendly and professional way
- To work on developing a trust, so that you can concentrate on your life and not worry about your pension
- To provide you with a high quality solution
- To make sure that you understand your pension
- To be available for you to call on at any time
As a client of Admiral Asset Management, you no longer need to worry about whether you can trust the retirement planning advice you’re receiving. You’ll have the satisfaction of knowing that your search is over for a professional independent financial adviser that will work with integrity to help you plan your retirement.
Hundreds of people are using Admiral Asset Management to plan their retirement and give them the security they need. Would you like to join them?
If so, we’d like to offer you a free initial consultation. Don’t worry, it’s entirely without obligation and we promise not to try and sell you anything. It’s designed simply to provide the opportunity for you to ask questions and for us to show you how we work. At the very least, you’ll walk away from the first meeting with with a clear understanding of your financial situation. You’ll have all your options explained and a clear strategy of how your goals can be achieved.
If you would like to find out more and perhaps arrange a time for your initial consultation please call us now on 01472 357035.
Alternatively, you can use the free initial consultation request form to let us know you’re interested in having a chat with us. Don’t forget to include your contact details, and we’ll get back to you as soon as possible.
We believe our retirement planning service is unrivalled in the level of ongoing attention we provide.
Independent financial advisers are not all the same. When you become our client, we treat you as the individual you are. Your personal circumstances and requirements are unique and the service you receive from us will be specifically tailored to suit them.
More importantly, your circumstances will almost certainly change over time. One thing that marks us out from the vast majority of our competitors is that we encourage you to regularly review your financial situation, and we will work with you to adjust your pension arrangements to reflect any changes in your circumstances.
we’ve built our business around meeting the needs of existing clients rather than finding new ones
We believe the kind of service we provide cannot be found elsewhere. Many financial advisers are driven by sales targets and this means a lot of their time is necessarily spent on finding new business. That’s fine for others, but we think it leads to a poorer service for existing clients and it’s just one of the ways in which we are different.
Because we’ve always found that our clients consider ongoing management of their portfolios or investment plans just as important as the initial setting up, we’ve built our business around meeting the needs of existing clients rather than finding new ones.
If you would like to find out more about how we can help you with your retirement planning simply call us now on 01472 357035 and we’ll be more than happy to explain further or answer any questions you might have.