Retirement Planning

‘I am retiring soon, but not sure what my retirement options are or which to choose!’

We can advise on the full range of alternatives and ensure that you have a sustainable retirement plan in place, bringing peace of mind.

Preparing for your retirement is complicated, with many different things to consider with your retirement planning we can provide advice on:

  • Cash flow analysis
  • Choosing between annuity and flexible income drawdown
  • Helping you tailor your pension income strategy to meet your needs
  • Where applicable, identifying the appropriate provider, investment strategy and income levels for flexible income drawdown
  • Managing your investments, including the pension lump sum, in a tax efficient way that meets your needs.

Call us on 01903 882007 or

Important Information: The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.

Call us now on 01903 882007

Your Wealth Starts Here

Book an appointment

Or call — 01903 882007