Retirement Planning

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We have a proven track record of helping clients to meet their retirement aspirations. There are many options available and with ever-changing legislation it is more important than ever to seek professional, independent advice to make sure you are informed and prepared. There are two distinct phases to pension and retirement planning and we can help with both.

Building your fund

Working with our client we advise on the flexibility and setting of contribution levels to match your aspirations in retirement. We then help our clients to find the right pension provider and fund manager to ensure that investment returns allow for a comfortable retirement. 

Withdrawing your pension benefits

This is one of the most complex financial decisions you will ever make. Once you have built up your pension funds, what are the options available to you?

Traditionally an 'Annuity' or 'pension', would be purchased for the rest of your life, but this can be a very inflexible way of taking retirement benefits. We have been able to introduce our clients to a number of alternative options, making sure they have the flexibility they need when they need it most.