Pension Review

Pension Review & Retirement Planning in Lee

We support clients in Lee, Hither Green, Grove Park and Blackheath who want to understand their pensions and retirement options more clearly.

Why Consider a Pension Review?

  • Job changes: Several workplace pensions across different employers.
  • Family responsibilities: You want to check provision for your household.
  • Retirement planning: You’re thinking about when you’d like to stop or reduce work.
  • Investment risk: You’re not sure if your pensions are invested appropriately.

What’s Typically Reviewed?

  • Values and projections for each pension pot.
  • Investment strategy and level of risk.
  • Charges and fees and their impact over time.
  • Potential pros and cons of consolidating pensions.
  • Options for taking benefits and tax-free cash in retirement.

Our Role

We don’t provide regulated pension advice. Instead, we:
  • Help you outline your pensions and retirement aims.
  • Introduce you to FCA-authorised pension advisers who can give detailed recommendations.
  • Discuss how pension planning interacts with your mortgage and property decisions.

Review Process

  1. Initial chat: Understand your position and goals.
  2. Information gathering: Adviser obtains detailed plan information.
  3. Analysis: Review of risk, charges, performance and projections.
  4. Advice: Recommendations, if appropriate, on structure and contributions.
  5. Implementation: Putting any agreed changes into place.

Risks & Important Notes

  • Pension values can go down as well as up.
  • Transferring pensions can mean losing guarantees or protected features.
  • Defined benefit transfers require specialist regulated advice.

Useful Links

Remortgages · First-Time Buyers · Buy-to-Let · Contact Us

Pension Review FAQs — Lee

Can I review pensions with different providers at once?

Yes, a regulated adviser can look at all your pensions together to build a complete picture.

Ready to Start?

If you’re in Lee or the surrounding areas and want more clarity on your pensions, get in touch and we’ll arrange an introduction.

🧮 Mortgage Calculator for Lee Buyers and Homeowners

Using a mortgage calculator is a smart way to understand your potential monthly payments before making any big decisions. Whether you’re buying your first home or looking to remortgage, it’s a quick and simple way to plan ahead.

Our calculator is designed to give you a clear idea of what your repayments could look like based on your loan amount, term, and interest rate — helping you make informed choices early on.

Ready to get started?
Visit our Mortgage Calculator page now and take the first step in your home buying or remortgaging journey.

Contact Us Today - 02036 705 746

Please feel free to complete our form and one of our friendly team will happily contact you.


Thank you James for your efficient dealing of our remortgage. The regular communication and easy to follow steps of what you needed or what was outstanding, really helped me, as I had 4 mortgages happening at the same time.
Phil West
James worked tirelessly to get us over the line with a complicated commercial BTL mortgage. Highly recommend.
Paul H
They worked on a recent mortgage for my company and we were very pleased with the result. They managed to jump through a number of hoops caused by our slightly unconventional deal and pulled together a solution better than our expectations. Will be using again!
Luke Silk
Excellent experience when financing a buy to let auction property through James and the team were excellent to deal with and guided us through the whole process with no stress what so ever! Beths knowledge and professionalism is second to none!
Cath Jones

Mortgage Broker Lee is an introducer service. We are not authorised or regulated by the Financial Conduct Authority and do not provide mortgage advice directly. All enquiries are handled by qualified, FCA-regulated mortgage advisers who offer tailored advice based on your individual needs.

YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.

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NEXGEN Financial Services Limited (Company registration number: TBC) 

Mortgage Broker Lee

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