Our experienced team in Bristol are here to guide you through every aspect of your pension planning, ensuring your retirement goals are clearly understood and supported with trustworthy advice. We’re friendly, easy to talk to, and dedicated to making pension planning as straightforward as possible.
Pension Review
A pension review with our Bristol team helps you understand the full picture of your retirement savings in one place. We’ll look at all your existing pension arrangements, including workplace, personal and any additional plans, to assess how they align with your retirement goals. By reviewing investment performance, charges and projected income, we help you identify opportunities and potential gaps in your planning. Our approach is compliant with regulatory expectations, and we’ll explain things clearly so you can make informed decisions about whether your current pension set-up still meets your needs.
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Pension Consolidations
Consolidating your pensions can simplify your financial life, but it needs careful consideration and regulated advice. Pension consolidation involves bringing multiple pension pots together into a single arrangement that is easier to manage and monitor. At Thomas Oliver in Bristol, we’ll assess whether consolidation suits your circumstances and retirement objectives, taking into account any benefits you could lose and whether charges or investment options differ. Our Financial Conduct Authority (FCA)- authorised advisers provide tailored recommendations, so you feel confident about any decisions you make, without pressure to proceed unless it’s right for you.
Contact UsPension Advice
Our pension advice services in Bristol are fully FCA-regulated and centred on your long-term financial wellbeing. We assist with decisions such as contribution levels, retirement age planning, investment choices and how to access your pension benefits when the time comes. Advice is designed to be clear and personalised, ensuring you understand the implications of each option before choosing a path forward. If you’re considering a significant decision, like transferring or restructuring a pension with safeguarded benefits above £30,000, FCA rules require regulated advice, and we’re here to provide that support.
Pension Track and Trace
Many people in the UK have pensions they’ve lost track of or don’t fully understand and finding them is an important first step to effective retirement planning. You can use the government’s Pension Tracing Service to locate pension providers and contact details for pensions you’ve held in the past. Once we know what pensions you have and where they are, our pension experts in Bristol can help you collate that information into an organised overview of your retirement savings. This makes it easier to plan for the future and consider whether further review or consolidation is appropriate.
Our Pension Services
- Retirement Planning
- Maximising Income
- Tax Efficiency
- Pension Consolidation/Transfer
- Accessing Funds
- Inheritance Planning
- Specialist Advice
Your Pension Adviser in Bristol
Mark Cornes: Pension Adviser for Bristol
With over thirty years of experience in the financial industry, I began my career at 23, offering pension and investment advice, as well as other financial services. My extensive experience spans various areas of the sector, allowing me to help customers and provide financial advice to clients, assisting them in achieving their financial goals. I work with clients of all ages planning pensions through to inheritance tax, primarily within and around Bristol. My business predominantly involves repeat customers, whom I assist with their long-term financial needs.
For expert Pension advice in and around Bristol contact Mark Cornes
Complete our quick enquiry form or call our advisers on 01707 872 000.
Retiring in Bristol
Retirement is an exciting new chapter, and choosing the right place to enjoy it can make all the difference. Bristol offers a wonderful balance of culture, connectivity and green space, making it an increasingly popular choice for those looking to retire in comfort and style.
- Coastal and countryside access: One of the joys of retiring in Bristol is how close you are to both coastline and countryside, with day trips to Weston-super-Mare or scenic walks in the Cotswolds easily within reach.
- Green spaces and waterfront living: From walks around Blaise Castle Estate to peaceful afternoons by Bristol Harbour, the city offers plenty of scenic spots to stay active and enjoy nature.
- Vibrant cultural scene: Retirees can enjoy theatres, galleries and museums, including the renowned Bristol Old Vic and the M Shed.
- Strong transport links: With direct rail services from Bristol Temple Meads to London and beyond, plus easy motorway access, staying connected to family and friends is straightforward.
- Welcoming communities: Bristol has a friendly, diverse atmosphere with a wide range of clubs, volunteering opportunities and local groups, making it easy to build new social connections in retirement.
It is important to remember that the value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.