OUR SERVICES

RETIREMENT PLANNING

saving sufficient funds

MEET YOUR RETIREMENT OUTCOMES

  • Annuity Purchase
  • Self Invested Personal Pensions (SIPP)
  • Income Drawdown
  • Phased Retirement
  • Long term Care Planning

It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. 

We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement.

Diagram - Value Pyramid - Risk and Loss

PROVIDING PEACE OF MIND

PROTECTION PLANNING

Most of us want to protect the things that are important to us, our family, business and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family or your business.

We discussed options to take advantage of the new pension freedoms combined with our financial planning and investment approach to enhance your retirement plan.

You can become more involved onto the reality of retirement in your investment’s choices when appropriate for you in the future and the greater flexibility available.