Retirement Planning (Pension Reviews)

Whether your retirement is one long holiday or a constant worry about money largely comes down to proper planning. We’ll review your existing pension arrangements to establish any shortfall in your plans and then advise you on steps you can take to help achieve a comfortable, rewarding retirement.

Your pension may be your single most important lifetime investment and it’s never too early to start. You should also review your arrangements regularly to help keep them on track. To discuss your retirement planning and existing pension arrangements (including providing advice on Defined Benefit (DB)/Final Salary pension transfers, Self-Invested Pension Plans (SIPPs) & Commercial Property SIPPs), please contact us.

Your service continues to be friendly, personal and inspire confidence. You are a safe pair hands in a fiscal world that changes and challenges continually. A.S.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE


Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE


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