Pension & Retirement Planning

We work alongside you and provide numerous services in order to devise an appropriate retirement strategy, but more importantly, planning beyond just pensions.  With ever changing tax and legalisation that affect this aspect of planning, we provide tailored solutions to meet your personal financial objectives and needs identifying impacts these changes may have and ensure your plans can adapt to such changes.

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Such services include:-

  • Investment and Lifestyle planning
  • Pre- retirement services
  • Post retirement reviews
  • Retirement income options including income drawdown
  • Individual Personal pensions
  • Group of company schemes