Pensions & Retirement Planning

The prospect of retirement can often seem a long way off, however, the sooner you begin to make provision the greater chance you have of building a retirement portfolio that will deliver the kind of lifestyle you desire in later life.

 

Contact us to discuss your requirements

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Watch our essential guide to preparing for retirement:

It’s difficult to know how much money is enough for what will hopefully be a long and healthy retirement. It’s only by talking through what you want from your retirement, that can we help you work out the income you will need. From there, we formulate a plan to achieve this.

Of course it’s important that you invest your money wisely, which is why we assess your attitude to risk to find the balance of risk and reward that is right for you.

As each individual case is different and there are various options
available, retirement planning should be considered as part of your wider financial plan.

 

 

Start planning to stop worrying 

If you would like to discuss your requirements with one of our Independent Financial Advisers:

Get a quick quote

What our clients say…

“I just wanted to say a big thank you for the valuable advice you gave me with regards to my NHS Pension. I managed to get my pension recalculated and the total was a lot more than the £100k which had been added. In fact it’s now just below £1.25 million, so I have applied for and received my Individual Protection 2016. And my annual pension is much more than it had been predicted, so I’m delighted, and it was down to your excellent advice!”

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