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CONTACT US
Office Address

9 Sheaf Lane,
Sheldon,
Birmingham,
B26 3EJ

Tel: 0121 742 5687
Fax: 0121 742 7256

 
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Plan for your future…with the right pension
 

Making adequate pension provision for your retirement can be the most important bit of thinking ahead that you do.
                    
The problem is that you won’t know if you’ve made the right choice of pension until it’s too late…when you come to draw it.

Therefore it’s vital to get good advice now, Step by Step Financial Services can provide advice on every option available to you regarding your pension:

Retirement planning
Personal Pension Plans
 Pension Transfers
Stakeholder Pensions
Self Invested Pension Provision (SIPPs)

Use your pension to fund business expansion.

If you need to raise funds for your business, then an interesting option is to consider owning your business through your SIPP. This would allow you to borrow up to 50% of the value of your SIPP. Step By Step can advise on all the implications of this interesting scheme.

At Retirement Advice

 It can be important to consider all the available options carefully in order to maximise the benefit of your pension income. Step by Step can advise on the following:

Annuities
Open Market Options
Draw Down & Phased Retirement: please note that Step by Step are introducers only in the area of Draw Down & Phased Retirement products.

Please give us a call on 0121 742 5687 to fix up an appointment to see us at our offices near Solihull, just off the A45 Coventry Road: 9 Sheaf Lane, Sheldon, Birmingham B26 3EJ
Alternatively, please fill in our contact form and we will come back to you.
Step by Step Financial Services Ltd is an appointed representative of Sesame Limited, which is authorised and regulated by the Financial Services Authority.

 
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