Later Life Planning

Whether you want to start thinking about retirement, or are already there we can assist.

Many of our clients have multiple pensions from previous jobs and need strategic advice on how best to approach each scheme.  Some are company directors who want to explore what retirement may look like.  We can help with navigating the multitude of options that exist.

We offer the following services.

Pension accumulation / consolidation

Retirement Planning

Defined Benefit Advice

Tax Planning

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The value of investments and income from them may go down. You may not get back the original amount invested.

We offer a range of services to help you meet your investment and/or retirement objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document.

By transferring your occupational pension scheme benefits into a personal arrangement, you may be giving up rights to guaranteed benefits, known levels of pension income and increases that will be applied in the future.

The Financial Conduct Authority does not regulate will writing, tax and trust planning, commercial mortgages, most forms of buy to let mortgage, occupational pension schemes and legal services.