Whether you're planning a quiet, peaceful retirement or days filled with travel and adventure, our experienced and highly knowledgeable team are here to help you make it happen.
From setting up and reviewing your pension plans, to deciding when to retire, we can help you make the right decisions, all the while protecting everything you've worked so hard for.
In simple terms
With pension regulations and their tax liabilities changing constantly, it's no wonder there's so much confusion around planning for your retirement. And these days, the very first decision is what age you want to start accessing your pension.
Retirement Planning is a way of saving throughout your working life to provide yourself with an income when you retire. It's also about making sure you don't pay more tax that you need to, either while paying into a pension or when drawing money out of it.
We're here to help you make the right decisions when it comes to choosing what pensions will work best for you, minimising your tax liabilities and ensuring you only access your pension pots when they'll do you the most good.
Once you've shared your retirement plans with us, our experienced team can look at all the options available to you and provide advice on the best type of retirement income to suit your needs.
Then throughout the years, we'll meet with you regularly to review your individual plans and keep you up to date with the latest products, information about pension freedoms and interesting investment opportunities.
Whether you're already receiving a pension or still have many working years ahead of you, we'll help you put plans in place now, which help you achieve your retirement goals in the future.