about
RETIREMENT PLANNING
The landscape of Retirement Planning, and in particular the rules and regulations surrounding Pensions have changed dramatically over the last 20 years.
For most people relying on the State Pension will not provide them with the income to meet their lifestyle requirements, but how much will you need……..
……what’s your number?
BUILDING UP A RETIREMENT FUND
The majority will use pensions funds, and for others there will be a mixture of other assets to utilise when they retire. Either way, you should have a strategy that is regularly reviewed to make sure you remain on track to achieve your retirement income target.
We can help you understand what you have in place already, what size fund you will need to hit your target and what you should be doing to make sure you have enough in the ‘pot’ when you reach retirement age.
With expert planning you could achieve greater income, an earlier retirement age…..or even both, so contact us to arrange your free initial consultation.
GENERATING RETIREMENT INCOME
We realise that generating a retirement income is arguably, one of the most important financial decision you will ever make. What option most suits your circumstances?
Pension Freedom Rules that came into effect in 2015 have changed the landscape of how you draw an income from your pension fund.
We will use our expertise, knowledge and whole of market research to help build the best Retirement Income strategy for you.