Retirement Planning
Are you approaching retirement, about to retire or already retired and want more income to spend?
Our retirement planning services include:
- Pension review – We can review your current pensions and let you know whether they are expensive, invested according to the level of risk you are comfortable with, and whether it’s worth putting them altogether in one, new, simple, pot.
- Retirement options – When it comes to taking an income from your pensions, there are so many options… please don’t take the first one offered by your pension provider! Let us explain all the options and help you make sure you use your pensions in a way that suits you best.
- Tax management – You don’t want to get caught out! We can assess your position against the annual allowance and lifetime allowance, to make sure your pension arrangements are tax efficient.
Services Overview
We specialise in helping people who are retired or thinking about retiring in the next few years. This allows us to tailor our service and expertise to the unique needs of retirees.
Financial Planning
Pension Planning
Retirement Planning
Protection Planning
Client Reviews
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Your life expectancy has massive implications for everything. In particular, the time you will have to do all the things you want to in life and how much money you are going to need to do those things. A common theme I experience with my clients is that they can’t...
What Happens When We Are All Passive Investors?
A passive investor doesn’t try to outwit the crowd. It uses the wisdom of the crowd to generate investment returns via passive funds, also known as index tracking funds. An active investor will try to beat the crowd. Spending more money on research (and subsequently...
Can Index Funds Still Influence The Companies They Hold?
Stewardship means taking care of something. The word stewardship is also often used in the investment world to describe how large investment funds monitor and engage in the companies they invest in. In fact, there is even a UK Stewardship Code administered by the...
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