Obiter will ensure you get the financial results you require at the right time in your life’
Obiter Wealth Management – a firm with a difference; as part of the Frenkel Topping Group, Obiter is home to experienced independent financial advisers with over 30 years’ experience. We are committed to giving clients peace of mind that their pensions are being properly invested for their future. We also won’t charge you the earth for our expertise. People often have several different pension pots and it can be hard to keep track of exactly where your money is invested and whether it is in the right plan for your individual needs.
We can advise you on whether to merge, consolidate, combine or transfer your pension pots to make for a wealthier, happier retirement.
In today’s world few people enjoy a job for life anymore. In fact, research predicts that workers will change employment up to 15 times before retirement.
Our specialists understand that every client’s circumstances are different. They will analyse your personal situation, listen to your hopes and goals for retirement and offer sound advice on whether it would be better to transfer some or all your separate pension pots into a single plan or leave them where they are. Having your pension investment in one place saves you the hassle of manging different plans and to see the performance of your investments
Want to come and speak with us? We will be at the Dementia Care and Nursing Home Expo 2019! Please click on the image below for more information: