Retirement Planning

When it comes to retirement planning, most people can say they've ticked the box and have at least one pension. However most people don't go further than that, we strongly believe everyone should know the answers to these questions about their pensions;

  • what is it worth?

  • what will it produce in retirement?

  • is it a "good" pension for me?

  • is it expensive in charges?

  • does it suit my needs?

  • am I paying enough in?

State pensions simply do not provide the support necessary for a decent retirement. We provide modern retirement products, but more importantly, we will help you to answer the questions above. Our retirement advice follows our investment strategy and ethos, fund diversification and attaining the most reward for the risk taken are key to our processes.

Specific products we advise and implement are;

  • Personal Pensions

  • Self Invested Pensions (SIPP's)

  • Flexible Drawdown Pensions

  • Group Personal Pensions

  • Annuities

  • Pension consolidations

The value of pensions and investments and their income may go down as well as go up, investors may get back less than the amount originally invested.