Planning your retirement

Our pension experts have tried and tested methods for helping you to make your pension funds work hard so that you can enjoy your retirement. We will take the time to understand your financial ambitions and be realistic about the investment and risk level required to successfully reach them.

There is an old Chinese proverb that states that “the best time to plant a tree is twenty years ago; the second best time is now.” This proverb could have been written about pension saving.

There is no doubt that the sooner you start contributing towards your retirement the better your retirement will be. More than any other form of savings, pensions benefit from significant tax breaks which will help your savings to grow quicker.

There have recently been a number of changes to legislation regarding pensions with regard to flexibility and auto enrolment. It’s important that you seek independent financial advice and take every care to protect your hard-earned retirement money. Please use the side navigation to learn more about the type of pension schemes available or get in touch for a free, no-obligation initial consultation.

Service Options

  • PremierOur top level service for wealthy clients with complex financial circumstances. These might include business ownership, family wealth & estate planning, tax-efficient investments and intricate pension planning.
  • CoreA high quality, personal service for affluent clients with regular review meetings covering all aspects of wealth management.
  • LightThe starting point in financial planning for clients with more straightforward investment, pension and protection needs.

Find out more