Retirement planning traditionally infers management of pension funds and plans. Our advisers each have over 25 years experience advising clients on retirement and pension investments, including personal and occupational (final salary & money purchase) pension accounts.
For those already in retirement, a plan helps to establish if you are spending too much or too little and to determine levels of wealth transference to the next generation.
Our service supports a full hand-holding relationship and caters for the most discerning professional.
For business minded or more professional clients, providing secured investor loan facilities with proven property developers who will pay the investing client typically 6% -10% per annum over a term of 3-5 years, and offer first or second or company charges over the property as security.
DO YOU HAVE QUESTIONS ABOUT
Pension Lump Sum Rules
Married Couples Pensions
Pension vs ISA
Carry Back Pension Contributions
LET US HELP YOU
FREE ADVICE ON PENSIONS AND INVESTMENTS
Please email us using the contact form below and one of our experienced professional advisors will be happy to assist you for free.