A very personal service
We don’t provide off the shelf pension solutions; everything is tailored to the needs of each individual client, so irrespective of what stage you are at in terms of your planning, it’s likely we can help.
What is a pension?
In its simplest form, a pension is an income in retirement
How much income do you want in retirement?
Once we know your answer to this question, we can start planning to establish how your required income can be attained.
What next?
We will review all your assets to see what income these could provide and ensure they are set up in the most tax efficient manner. We will also ensure you are making full use of all revenue approved tax incentives and allowances.
Which plan is right for you?
Following a review, we will recommend a retirement plan that reflects your personal circumstances, affordability, your attitude to investment risk and the complexity of your situation.
Active or passive
If you want control over the investments held in your pension fund it’s possible a self invested personal pension (S.I.P.P) may suit your needs and we are vastly experienced in this area and will advise you accordingly. Alternatively, you may want to leave the day to day management of your pension fund with a selected investment manager and that’s fine. Either way, we can advise you.
Pensions Audit
Have you changed employers over the years or do you have a number of pension plans lying dormant and wondered what to do with them? Let us conduct an audit of your existing pension plans to establish whether they could be working more effectively for you. For further information on this free service please click the following link - Pension Audit
Corporate
If you are an employer, please click on the following link - corporate
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