Planning for Retirement and Beyond

We will help you make the most suitable choices prior to and beyond retirement, including accumulating funds and maximizing capital and income.

To do this we help you understand the interaction of the various factors pre-retirement and complex retirement income options, research the market and recommend the right solutions to meet your objectives pre and post retirement; which include, securing your income, providing for your dependents and keeping tax efficiency in mind.

The majority of people do not currently undertake adequate research into maximizing their pension income.

If you are taking medication or are in poor health, we help you access enhanced annuity rates which can boost your income in retirement considerably.

Please call us on 015242 41824 or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and with no obligation.

We look forward to speaking with you and helping you achieve your retirement goals.