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Retirement Planning

Independent financial advice

It is never too early to start thinking about your retirement.

Whether you are at the beginning of your working life and looking to put something in place to fund your retirement, or if you are approaching retirement and would like to work out what income you can realistically expect when you do retire, we are here to help.

We have helped many people to save successfully for retirement and to ultimately retire with confidence in a variety of market conditions.

How It Works

Your adviser will discuss your personal situation and your needs and objectives with you. Once we have discussed your objectives and current financial position, we will tailor a financial plan to help meet your goals.

We have sophisticated tools which can help to illustrate your likely income in retirement, considering your personal circumstances.

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Finding the Best Retirement Pension Plan for You

If you are saving for retirement, we will consider how best to invest your savings and how much you can afford to put away regularly towards your retirement. We will aim to invest your money as tax efficiently as possible and in line with your attitude to risk. We have a variety of risk based portfolios available to help to meet your objectives and, through our ongoing service, we will review your retirement pension plan with you regularly to make sure things are on track and to make any changes as necessary.

Once you reach retirement and are ready to take income from your plans, we will discuss the most tax efficient way of doing this, again tailored to your needs. This ensures you have confidence that your retirement is safe and secure, with a team of professionals working in partnership with you to keep things on track.

Get in touch with our retirement planning team today.

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Retirement Planning
Meet Matt Hignett, our expert in Pensions & Retirement Planning