Securing Your Tomorrow, Today. Expert Pension & Retirement Planning.
Pillarstone Financial provides trusted, long-term strategies to help you navigate your financial future with confidence.
Get Your Free ConsultationOur Guiding Philosophy
At Pillarstone Financial, our foundation is built on trust, transparency, and a tailored approach. We believe that successful retirement planning is not a one-size-fits-all solution, but a collaborative journey. Our dedication to understanding your unique aspirations forms the bedrock for every strategy we design.
Client-First
Your goals are our priority. We listen, understand, and then build a strategy that aligns perfectly with your vision for the future, ensuring every piece of advice serves your best interest.
Long-Term Vision
We focus on sustainable, long-term growth and security, helping you weather market fluctuations and stay on course towards your retirement goals, adapting strategies as life unfolds.
Unwavering Integrity
As your fiduciary partner, we operate with the highest level of integrity, ensuring our advice is always in your best interest, transparently communicated, and ethically sound.
Our Comprehensive Pension Services
From initial consultations to complex scheme management, we provide a full spectrum of services to secure your financial independence and build a robust future.
Pension Consultation
A holistic review of your existing pension arrangements to identify opportunities, potential risks, and areas for optimization, ensuring clarity and direction.
Retirement Planning
Crafting a bespoke, long-term retirement plan that outlines your path to financial freedom, including detailed income projections and lifestyle aspirations.
Investment Guidance
Expert advice on managing and growing your pension fund with a risk-managed strategy tailored to your individual circumstances and long-term financial objectives.
Inheritance Tax Planning
Strategic planning to help you pass on your wealth efficiently, minimizing tax liabilities for your beneficiaries and ensuring your legacy is preserved.
Final Salary Scheme Advice
Specialist guidance for members of defined benefit schemes, including thorough transfer value analysis and a clear breakdown of your options.
Defined Contribution Planning
Optimizing your defined contribution pots, including consolidation, efficient drawdown strategies, and exploring annuity options to maximize your retirement income.
Your Journey With Us: A Clear Path Forward
Discovery Session
An initial, no-obligation meeting to understand your personal circumstances, financial goals, and aspirations for the future. We listen intently to your story.
Strategy Development
We analyze your current situation and meticulously develop a tailored financial plan with clear, actionable recommendations designed to meet your specific objectives.
Implementation
Once you approve the detailed plan, we handle the seamless implementation, whether it's setting up new investments, consolidating pensions, or initiating transfers.
Ongoing Review
Life changes, and so should your plan. We schedule regular, proactive reviews to ensure your strategy remains aligned with your evolving needs and financial goals.
What Our Clients Say
"Pillarstone Financial transformed my scattered pensions into a coherent, powerful retirement plan. Their clarity and expertise gave me peace of mind I haven't had in years."
- David Chen
Tech Entrepreneur, London
"Navigating my final salary scheme options was incredibly daunting. The team at Pillarstone broke it down into simple terms and helped me make the best decision for my family's future."
- Sarah Jones
Retired NHS Manager
"The inheritance tax planning service was exceptional. Professional, thorough, and sensitive. I now have a clear strategy to protect my estate for my children."
- Robert Williams
Small Business Owner, Surrey
Meet Your Expert Advisors
Our team of chartered financial planners is dedicated to providing you with the highest standard of advice, bringing a wealth of experience and a client-focused approach to every interaction.
Eleanor Vance
Chartered Financial Planner, Director
With over 20 years of experience, Eleanor specializes in complex pension transfers and high-net-worth retirement strategies. She is a recognized leader in the field, passionate about creating bespoke solutions for her clients' long-term financial security.
Marcus Thorne
Pension & Investment Specialist
Marcus focuses on investment management for pension funds and defined contribution schemes, helping clients optimize their portfolios for long-term growth and capital preservation. His analytical approach delivers robust investment strategies.
Take the First Step Towards a Secure Future
Schedule your complimentary, no-obligation consultation with one of our expert advisors today. We're here to answer your questions and help you build a plan tailored to your unique financial aspirations.
Reach Out to Us
Phone
+44 20 7946 0411
info@pillarstonefinancial.co.uk
Address
387 Newington Causeway, Floor 8,
London, SE1 6DP, United Kingdom
Business Hours
Mon - Fri: 9:00 AM - 5:00 PM