RETIREMENT PLANNING

We have received an increasing number of enquiries from clients looking to take their pension benefits. With the new pension ‘freedom’ rules, we strongly believe taking high quality, independent advice could be invaluable for our clients.

It’s not just about the money. We like to understand what’s truly important to our clients and what they want to do with the rest of their lives. From this base, we are then in a position to structure strategies that meet these objectives.It’s very interesting work for us since we feel we are contributing in a very meaningful way to the future financial security of our clients so that they can get on with leading the lives they want to without the worry.