Reviews and Ratings for Financial adviser Julie Roche, Liverpool

Position Yourself for the Future

Everybody aspires to a financially secure retirement. Whether you are just starting out in your career, planning the specifics of your retirement or already retired, we aim to help.

Hanover Wealth Management will work with you to build confidence in your retirement, and aim to help you decide the most suitable pension plan for your circumstances to bring you a new level of freedom.

We aim to take the complexity out of retirement, drawing on a successful and practiced step-by-step approach. Enjoy complete peace of mind as our team of experienced planners set up a secure retirement plan and handle the day-to-day management of your assets.

PensionersWhatever your goals, from retiring early and retaining funds for family and children through to natural concerns about changes in Government pension provision, rising inflation costs and living longer, we will pay attention to the details. Each plan is constructed to overcome challenges and select the most suitable pension for you depending on your overall position.

We work closely with our customers in a number of areas including:

  • Personal Pensions and Stakeholder Pension
  • SIPPS – Self Invested Personal Pensions
  • SASS – Small Self-Administered Schemes
  • NEST – National Employment Savings Trust
  • Company Pensions

Personal Pension Reviews

If you are already enrolled in a plan, it is always a good idea to reassess its performance regularly. Whether you are looking to reposition your investments or simply check that your plan is working as effectively as possible for you, arrange a review with us and make sure that your plans are aligned with your retirement goals.

The Financial Conduct Authority does not regulate some forms of Auto Enrolment.