We deliver in-depth, tax-efficient planning to make sense of your finances and develop a roadmap for your financial future – with simple, clear and transparent fees.
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Our experts will create a bespoke plan to give you a clear view of the future and peace of mind that your retirement is on track. Our priority is that you feel a sense of security for yourself and for your family.
Over the years we at Forvis Mazars Financial Planning have been honoured with several prestigious awards, reinforcing our reputation as a leading financial advice firm in the UK.
In 2024, we were proud to be named among the top financial advice firms in the FTAdviser Top 100 list, marking ten consecutive years of inclusion, with five of those years in the top five. Additionally, we won the Money Marketing Award for Best Investment Advice Firm, and we were recognised as one of VouchedFor’s top-rated firms for the fourth year. To top it off, we secured theCitywire New Model Adviser National Award, an accolade we have now won four times, recognising excellence in financial planning across the UK.
Building on this success, in 2025, we retained the Citywire New Model Adviser National Award for the fifth consecutive year. This award assesses firms on staffing, investment strategies, technology integration, client education, recruitment, and contributions to professional standards. Our continued success in this area highlights our dedication to long-term financial planning, client relationships, and our unwavering commitment to supporting families across generations.
Our financial planners and investment managers are highly regarded for the services they provide. At present, our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor.
I am about 10 years from retirement and wanted advice on what that would look like financially, and whether there was anything I could do to ensure the best use of funds. VouchedFor feedback |
If you would like advice and support with retirement planning, please get in touch.
Pensions are a tax-efficient way to save. An individual receives tax relief on the money paid in, tax-free growth during the period that they hold a pension, and the ability to access money tax-efficiently in retirement (a combination of tax-free cash and taxable income). There is no limit on how much can be built up within pensions, however taxes may be applied upon drawdown.
Pension funds have, for some time, been used as a tax-efficient way to pass wealth to future generations as they, in almost all instances, sit outside of an individual's estate. Pensions are therefore not part of Inheritance Tax (IHT) calculations and are not subject to the punitive 40% IHT rate.
Join our Chief Economist George Lagarias, alongside James Hunter-Jones, an Associate Investment Director, for a special Autumn Budget edition of our economy updates.
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