Retirement Planning

Are you close to retirement and need help and advice on making the most of what you have
for your future, or have you given any thought to retirement planning?

The value of the investment can go down as well as up and you may not get back as much as you put in.

  • Do you have your own company and are interested to learn more about how a Self Invested
  • Pension Scheme may benefit you?
  • Perhaps you are Self-Employed and want to know whatyour best options are?
  • Maybe you have a number of pensions from previous employer schemes and you don’t know where they are and how they are performing?

Your policies may benefit from a review, investigating where they are and how they are performing. We can help you to do this.



When can I afford to stop working?

We can help you to achieve the lifestyle that you would like in retirement. You will probably have given some thought as to when you want to retire and the level of income you might require when you do so. However, it is important to have a clear plan as to how you are going to meet the goals of your retirement.

This is particularly true at a time when State retirement ages are going up, final salary pension schemes are closing down and stock markets are volatile. Individuals now have a much greater responsibility for managing their investments for their retirement and determining how much they will need in order to retire in comfort. We can advise on retirement planning and your current arrangements and agree a financial plan with you to meet your retirement goals.

You are never to young to start planning for your retirement.

The sooner you make a start the more advantageous it will be in recreating the lifestyle that you want to secure for yourself and your family at a time when you have planned to take retirement.

If you would like to speak to us about your retirement planning, then please don’t hesitate to get in contact.