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Retirement Planning

Retirement Planning

One of the key areas of concern that our clients have is planning for the day they will eventually retire. In the past few years new legislation has made pensions an increasingly complex area and with large sums of money often held in multiple pots through changes of employment over people’s lifetime, getting the right guidance is vital. We aim to alleviate these concerns and ensure that, once your working life is over you will be financially comfortable and able to prosper in this new chapter.

Our team facilitate this by creating accurate projections of retirement income, assessing what level of risk you’re comfortable with when planning financial solutions, recommending funds and giving ongoing investment performance reviews. We will also review existing pensions you may have accumulated through multiple employers.

We provide pension planning advice for both individuals and for companies. We can help your business set up or review any group pension schemes, as well as conducting individual pension reviews with employees if required. This includes defined benefit / final salary pension scheme transfers and advice.

Our team advise on:
  • Personal, Occupational, Group Personal Pensions


  • Asset allocation and risk assessment

  • Defined benefit and money purchase analysis

  • Income & Flexi-access drawdown

  • Crystallisation and Tax Free Lump Sums

  • Annuity purchase

  • Death benefit

(The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.)

Looking for expert assistance with your financial planning?

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