Advice on Retirement Decisions

Many of the decisions required heading into retirement can seem perplexing. Should you take the lump sum? Annuity or drawdown? How will tax affect your income? What state pension entitlement will you have and how will that interact with any other income? What happens to your pension when you die? What level of income will be sustainable for your lifetime?

Our advice process will take account of all of your concerns and perhaps identify some we may have that you have not considered. We employ cash-flow modelling software to give an understanding of what level of income you may expect that is both realistic and can be made to last. As an independent firm, we will ensure that the assets you have earmarked for retirement are well placed to meet your financial aspirations and deliver the peace of mind you require.

Get in touch for an initial review with a Consultant and gain an understanding of how we work and why we are the trusted adviser for many individuals and families.

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