IS YOUR PENSION WITH A PREVIOUS EMPLOYER?

DO YOU WANT TO ACCESS YOUR PENSION EARLY?

DO YOU WANT TO REDUCE YOUR TAX VIA PENSION?

DIVORCING AND NEED TO EXAMINE YOUR PENSION OPTIONS?

WANT TO LOOK AT TRANSFER OPTIONS ON YOUR UK PENSION?

Discover how we can give you peace of mind, through organising your finances and helping you to achieve your goals

Why choose pension planner?

Pension Planner is a pension advice service dedicated to helping you take control over your pension plans.

Do you have a company pension with a previous employer, that you want to take control over?

Or do you want to access your pension from age 50?

Or need advice and guidance on what happens to your pension in divorce?

Or are you looking at options for transferring your UK pension?

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Whether you’re trying to track down a previous pension, considering a redundancy offer, looking to access your pension early or wish to build an overall strategy for your retirement plan- we are here to help you reach your pension goals.

We offer a complementary initial consultation and all other costs are usually covered by the pension providers.

Track down your old pensions

Don’t leave your pension benefits behind!

Are you unsure about your previous pension schemes? We will track your lost pension funds, combine them together and build your own personal retirement plan.

Review & Present options

There are a substantial number of retirement options on the market!

Not making decisions now, can negatively impact your retirement income. We are qualified experts on retirement options, so let us help you to find the most suitable option for you.

Choose a strategy

Pension Strategy Matters!

What overall result do you wish to achieve and what’s your risk appetite?

We will create a strategy that matches all of your objectives, your personality and your lifestyle.

OUR Recommendation

We focus on you!

We will prepare our advice based on your needs and then outline for you, the key objectives of our recommendation. We seek your input and understanding before taking the next steps.

Setup
& review

Now is the time to start!

We are here to simplify the pension planning process! Once your new pension is setup, we will regularly analyse and review, to ensure that your retirement strategy, continues to meet your goals.

About us

We have a passion for looking after you

OUR MISSION

We want to empower your tomorrow by helping you see your options today. We believe this starts with feeling confident about your finances, so that you can achieve your goals.

OUR METHOD

We are here to create a relationship with you that’s built on trust, one that always puts you first and that’s clear and transparent from day one. We will ask you be true to your goals and in return we will provide you with expert advice and commit to helping you make the necessary changes to achieve those goals.

OUR CULTURE

‘We grow only when our clients grow.’

At Evolution Financial Planning, our work culture is friendly, supportive, ambitious and open. We ensure that everyone on our team has space for self-improvement and growth.

OUR PEOPLE

Stephen Norris CFP®

Specialist Pension Planner

Stephen has been advising clients on their pensions options for over 18 years.

Background

Stephen is a Certified Financial Planner™ and a Qualified Financial Advisor. He holds a Bachelor of Business Studies Degree, as well as a Higher Diploma in Financial Planning and a MSc in Financial Services from University College Dublin. He spent 13 years working within Wealth Management for a leading Irish Financial Services Organisation, before working with a number of financial planning firms and then founding Evolution Financial Planning.

“I’m very pleased to have Stephen as a financial advisor. He has given me excellent advice after taking a good time to get to know my circumstances. He was able to give me tailored recommendations which have worked very well. I would confidently recommend him to anyone seeking guidance on how best to manage their financial affairs.”

We were concerned about our pensions and investments, especially in relation to where they were invested and what fee structures were associated with them. We approached Stephen and asked him to complete and overall review and come up with a plan for our families’ future. Our experience was excellent and we have found Stephen and the team to be friendly, efficient and easy to work with. They came up with a plan for our future that now gives us great piece of mind and we would, and have recommended them to our colleagues and friends.

and your families’ tomorrow!

Contact us