Retirement Planning

Retirement planning naturally includes the use of pensions, but it is also much more than this.

We look at all angles of retirement, guiding clients through pre-retirement, at-retirement and post-retirement planning. This includes:

  • Maximising Pension Income
  • Maximising The Tax Benefits Of Pension Funding
  • Examining The Relevance Of Self-Invested Pension Plan (SIPPs)
  • Providing Alternative Investment Advice

The right advice can make a crucial difference to a client's lifestyle and income after retirement.