Our Services
Pension Planning
Whether you're just starting to save for retirement or you're already well into your career, pension planning is crucial. EPM Financial Services Ltd offers expert advice on choosing the right pension scheme and maximizing your contributions to build a comfortable retirement fund. We ensure your pension plan is tax-efficient, flexible, and tailored to your retirement goals.
Pension Scheme Selection and Advice
Tax-Efficient Contribution Strategies
Retirement Fund Growth and Optimisation
Investment Planning
Our investment planning services are designed to help you make the most of your money while minimising risk. We work with you to develop a personalised investment strategy that aligns with your financial goals and risk tolerance. From stocks and bonds to diversified portfolios, we offer expert guidance to ensure your investments are working efficiently for your future.
Tailored Investment Strategies
Diversification and Risk Management
Ongoing Portfolio Monitoring and Adjustments
Retirement Planning
Retirement planning is about more than just saving; it’s about making smart decisions now to ensure you live comfortably later. Our retirement planning services cover everything from understanding your retirement income needs to creating a strategy that allows you to maintain your lifestyle when you stop working. We help you navigate the options available to you, including the state pension, private pensions, and other retirement savings plans.
Retirement Income Strategies
State and Private Pension Guidance
Tax-Efficient Withdrawal Planning