Specialist at retirement option service for people with funds valued at more than £100k.
This service is aimed at individuals who have savings, investments and pension funds which together are valued at over £100,000 and:
It is not an exaggeration to say that the financial decisions you make at retirement are almost certainly some of the most important decisions you will ever make. They will have an impact on the type of retirement you enjoy and potentially the financial security for your family on your eventual death.
We are highly experienced in providing advice on the full range of retirement options. We will not restrict our advice to your existing pension products but will consider the most effective and tax efficient way of utilising your total wealth towards meeting your retirement expenditure plan.
We will consider your needs and objectives, review the plans you have, explain the options available and provide a recommendation. If you accept our advice we will help you implement the plan and we offer an ongoing review service to keep you on track.
If you are within eighteen months of retirement and would like to receive advice from a specialist in retirement options, please complete the contact form below or call us 01902 902460 to speak to one of our advisers.
If you have savings, investments and perhaps existing drawdown pensions it is important to keep them under review.
If you would life to discuss this service with us please complete the contact form below or call 01902 902460 to speak to an adviser.
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.