Securing Your Retirement: What Does a Pension Plan Promise?

Embarking on retirement with a pension plan in place is a solid strategy to assure yourself a stress-free and comfortable retirement. Here’s what you stand to gain:

1. A Steady Income Guarantee

A pension scheme assures you a set income throughout your retirement. This guaranteed income stream eliminates the worry of depleting your savings, providing you with financial stability in your later years.

2. Tax Advantages

Contributions to your pension are eligible for tax relief, which effectively reduces your taxable income. Moreover, pension income typically benefits from favourable tax treatment compared to other income sources.

3. Employer Contributions

Many employers now provide personal pension plans, with contributions made directly from your salary. While employers aren’t required to contribute to these plans, many do, which can significantly enhance your pension pot.

4. Financial Serenity

Knowing your financial future is secure can offer you unparalleled peace of mind. A pension plan is more than just an income; it’s a safeguard against financial worry in your golden years.

Retirement: A Time for Exploration and Enjoyment

Your retirement opens the gateway to new possibilities and the freedom to indulge in your passions. Whether it’s pursuing long-neglected hobbies, creating treasured memories with loved ones, or even supporting them financially, a pension plan enables you to care for those matters most.

A pension empowers you to bring your aspirations to life, be it diving into new learning opportunities, venturing into entrepreneurship, or simply enjoying the rhythm of leisurely life.

A Pension: Your Companion for the Future

Remember, a pension isn’t just a financial tool; it’s the companion that ensures your dreams don’t retire when you do. Taking control of your financial future is vital. By being proactive and planning ahead, you can ensure a comfortable and financially secure lifestyle during your golden years. Remember, it’s never too early or too late to start planning for a fulfilling retirement. Contact a member of our friendly ezfees team on 0818 910 800 or e-mail us at, to start planning for a financially secure future. For more info check out our video @

Business Owner Consultation

Your business is your baby, so it deserves protection. Our team of experts will guide you through informed decisions to provide tailored policies. Shield your business against unexpected setbacks and ensure stability, whether you’re a startup or an established corporation. We’ll create a financial plan that will guide the balance of your personal finances and your long-term business goals.

What’s in this for you? Discuss your business finances in confidence with trustworthy advisors to:
1) Create a money management plan to suit your business
2) Align your business and personal objectives
3) Get clarity and validation on your strategies from dedicated Financial Advisors committed to safeguarding your business finances
4) Be advised when you need to speak to Tax Advisors where relevant
5) Obtain guidance onto Owner/Director on Pension planning and legislation
6) Referral to a Life/Business Coach where relevant

Plan for your business’s long-term financial goals:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Safeguard your business and your future

Investment Consultation

With low deposit rates and high inflation rates, savings and investment plans are appealing right now. We understand what it’s like to make sacrifices to accelerate your savings goals so you can achieve your dreams. That’s why we provide expert guidance so you can take charge of your future without sacrificing your valuable time.

What’s in this for you? Why you should consider savings and investment plans?
1) The potential for higher returns
2) Flexibility in the amount you save
3) Short, medium and long term options to suit your goals, amounts and terms to save
4) Investment options appropriate to suit your needs and goals

How you can save to secure your dreams:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Make your Dreams a reality

Mortgage Consultation

Whether you are a first-time buyer, mover, switcher or looking to invest in a rental property, we have a mortgage solution to fit your unique situation. Over 60 and looking to release equity in your home to support your children, go on that dream holiday or pay off bills? We find the mortgage most suitable for you and your family’s needs and support you through the entire process. You’re guaranteed to find the best mortgage option for your financial needs and goals, with impartial advice and competitive rates.

Clear, simple, actionable advice for all your mortgage needs:
1) First time buyers
2) First Home Scheme/ Local Affordable Authority Scheme
3) Switchers
4) Home Movers
5) Investment Property
6) Self Employed
7) Contract Workers
9) Lifetime Loan (over 60’s equity release)

How you can get started:
1. Share your journey with us
2. Create a plan!
3. Gather and submit your information
4. Make your Dreams a reality

Financial Planning Consultation

Secure your future and that of your loved ones beyond homeownership with life assurance, income protection and pension advice. Whatever your stage of life or money situation, our team of experts will help you make informed decisions to safeguard your financial future.

What’s in this for you? Planning your future, helps make your dreams a reality:
1) Start by creating a money management plan
2) Work with our dedicated Financial Advisors committed to safeguarding your future
3) Helping you get the guidance you need to achieve your long-term financial goals

Safeguard your financial future today:
1. Share your goals with us
2. Create a plan!
3. Gather and submit your information
4. Safeguard your Financial Future