Pensions Planning

We have yet to meet a client that could not find a use for more income in retirement! In this respect, it can never be too early to start planning for this event.

No one strategy is correct for the purpose of planning a comfortable retirement. We acknowledge and embrace the fact that property and other invested assets, alongside pension savings can be combined to provide a coherent retirement plan.

We offer a full appraisal of your retirement needs and work with you to identify the route to best achieve your retirement ambitions.

Our service covers all aspects of retirement planning including

  • Annuity Purchase
  • Income Drawdown
  • Phased Retirement
  • Personal Pensions and Occupational Schemes
  • Self Invested Pensions

We can help you assess your expected pension and, if it will be too low for your needs, look at increasing it.

To discuss this further, please contact us.