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.