Who we are
Peter Neal Pensions is a leading independent financial advisory firm based in Kent. We are committed to providing tailored financial solutions and guidance to individuals across all stages of their lives. With extensive experience and expertise in retirement planning, wealth management, investments, and equity release, we offer a comprehensive and holistic approach to securing your financial future.
Retirement Planning & Wealth Management
- Comprehensive financial planning tailored to your goals and aspirations
- Investment advice to maximize your returns and mitigate risks
- Pension planning and strategies for secure retirement
- Wealth preservation and asset protection strategies
Pensions
- Expertise in transferring, consolidating, and optimizing your existing pensions
- Pension splitting and division advice for divorcees
- Retirement planning and guidance on final salary schemes
- Access to specialist guidance on Defined Benefit schemes through our introducer arrangement
Investment Management
- Personalized portfolio management tailored to your individual risk tolerance and goals
- Access to diverse investment options across global markets
- Regular review and optimization of your investments
Equity Release & Lifetime Mortgages
- Experienced guidance on releasing equity from your home to fund retirement or other financial needs
- Access to competitive rates and comprehensive protection offered by the Equity Release Council
- Personalized plans tailored to your circumstances and goals
Our Team
Our experienced and qualified team of financial advisors and specialists are dedicated to understanding your unique needs and delivering personalized solutions. We believe in building lasting relationships with our clients and providing ongoing support throughout your financial journey.
Our Values
- Client-Focused: We put your needs first and prioritize your financial wellbeing.
- Transparency: We provide clear and concise information to empower you to make informed decisions.
- Integrity: We uphold the highest ethical standards and adhere to strict regulatory guidelines.
- Innovation: We stay abreast of industry trends and technological advancements to offer you the most efficient and effective solutions.
Satisfied Customers
The reviewers are extremely satisfied with the services provided by Peter Neal Pensions.
Review Highlights
Expert Pension Advice
The reviewers praise the company for providing them with expert pension advice, which helped them save a significant amount of money.
Personalized Guidance
They appreciate the personalized guidance they received, which not only helped them make informed decisions about their pensions but also assisted them in taking up individual protection.
