Retirement Planning

Whether you are starting out on the retirement planning journey or considering your income options in retirement you need to take advice.

We have many years experience in providing advice in all aspects of retirement planning whether it be to recommend a Personal Pension to take contributions at the start of the journey to advising clients looking to self invest and to use their pension fund to buy commercial properties or other non standard assets, to drawing benefits to provide an income in retirement.

The most important part of what we do is to regularly review our clients circumstances to ensure they are on track to achieve their objectives.

The Investment Process

Underpinning any product whether it be a pension an ISA or any other arrangement, the investment process is fundamental.

We assess a clients attitude to risk and objectives and then design portfolio’s to achieve goals and objectives within the identified risk parameters which are kept continually under review.

NOTE – A PENSION IS A LONG TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

Find out more

Gordon has been my financial advisor for nearly 10 years now, looking after both business and personal pensions and investments for me. I feel incredibly lucky to have found an IFA that I can trust and communicate easily with, that quickly understands my ever-changing needs. I have seen very good returns on all the financial products Gordon manages for me and would have no hesitation in recommending Planning Together as a long term financial partner.

Stuart Jordan