"We have been utilising Samuels Financial's services for 12 years in managing the company's financial matters including rectification of a poorly setup employee pension scheme which is now managed well with regular meetings." Anthony Poole, MD Pure Synergy Group Limited, Manchester

"We have worked with Samuels Financial since our fledgling business years. Always ready to challenge the conventional and provide a refreshing business perspective on diverse matters, Samuels Financial remain a trusted business partner." Nick Wright, Creative Director, Studio North

Samuels Financial – Advisors who believe our service is about building relationships and helping you with all your personal or corporate financial needs.

We take the worry out of your life, with a life assurance service which is personal and tailored for you.

"Samuels Financial helped me to put my pensions, investments and life insurance into order. Now I know where I am going with my financial future and retirement planning and I feel more confident with Samuels Financial by my side." Ashok Shah, Manchester

"Samuels Financial have acted as our financial advisers for more than 10 years. They combine a first rate knowledge with a friendly and personal touch. We would have no hesitation in recommending their services." Lyn & Malcolm Waite, Liverpool

Samuels Financial – Giving you solid advice and help about your pension plan, as well as helping you choose the pension which suits your needs.

Choosing the right savings plan for you can be a life changing decision, let Samuels Financial help you find a savings plan that’s right for you.

Pensions

At Samuels Financial, we provide you with expert and professional advice, which focuses on your individual requirements. This is of paramount importance and will be the cornerstone of your pension arrangements

Our approach to Retirement Planning is founded on four key principles:

  • Advice
  • Service
  • Flexibility
  • Control

These days, people are living longer than ever before. This is great news, but means that when you retire your money has to last for longer. As State provision falls and annuity rates reflect the new longevity, you need to accumulate more during your working life to meet the extra costs of living longer.

Starting a private pension is simply a way of building up a tax efficient sum of money to provide an income when you retire. The tax benefits of a pension will depend on your personal circumstances and tax rules, both of which can change.

Whether you need to discuss a new pension arrangement or have questions about an existing scheme, speak to one of our team today to find out how we can help you.


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