Retirement planning


Retirement planning can be complicated but we can help give you the answers and take the tension from your pension.

Whether you are building a fund for your retirement or looking at getting the best income stream from your existing funds, we are here to help.

The foundation for a secure and comfortable later life is good retirement planning

We offer advice on existing schemes and starting new schemes. Our range includes:

  • All personal pensions including Stakeholder, Personal Pension Plans and Self Invested Personal Pensions (SIPP’s).
  •  Advice on Pension transfers.
  •  Workplace Pensions (See advice for businesses).
  •  Pension options at retirement including all types of Annuities and drawdown plans.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.