Retirement Planning
Whether you are employed, self-employed or a business owner we will firstly analyse your current arrangements before providing you with a carefully calculated estimate of your likely income in retirement, including all State Benefits.
We will then agree your needs, objectives and attitude to investment risk before designing a future strategy for you. Wherever possible we will use modern pension strategies such as Stakeholder Pensions, SIPPs (Self Invested Personal Pensions) or SSASs (Small Self Administered Schemes) and would depend on your requirements, how much you can afford to save and the costs involved. We will explain the options available to you at retirement and put in place a review procedure to ensure that the strategy is updated regularly.