Pension Planning Services
Tailored Financial Solutions for Your Retirement Goals.
Lombard Wealth Associates Limited helps clients maximise their retirement savings through tailored pension planning solutions, including strategic allowance management and tax relief optimisation, all delivered with expertise in London.
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Efficient Planning
Expert Advice
Personalised Support
Tailored Retirement Savings Solutions
Lombard Wealth Associates offers bespoke pension planning services designed to secure your financial future. With expertise in navigating complex regulations, they help clients maximise tax-efficient savings, utilise annual allowances effectively, and plan for long-term retirement goals. Their personalised approach ensures strategies are tailored to individual circumstances, whether optimising carry forward opportunities or addressing tapered allowances for high earners. Backed by a commitment to quality, efficiency, and dedicated support, they provide the guidance needed to make informed decisions for a comfortable retirement.
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Start your journey to a secure retirement today!
Secure Your Retirement with Expert Planning
Maximise Your Pension
Professional pension planning ensures you utilise allowances and tax reliefs effectively, helping grow your retirement fund more efficiently.
Tailored Strategies
Receive personalised advice tailored to your financial situation, goals, and retirement timeline for optimal results.
Peace of Mind
With expert guidance, you can navigate complex regulations confidently, giving you peace of mind and stability.
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Lombard Wealth Associates Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 06/02/2025