Retirement can be an exciting stage in your life. It’s all about fulfilling wishes and enjoying life - not worrying about finances, so it’s important to plan as far ahead as you can. Our retirement planning service helps to prepare you for the changes in your lifestyle, as well as working out how you will replace your earned income and maintain your standard of living during retirement.

By helping you to understand the different options available and recommending the products most suitable for you, our Retirement Planning experts will give you the confidence to make the right decisions about your retirement income, saving you time and worry.

We put together a plan which is achievable, combining your retirement goals with what is financially affordable, to help you enjoy a comfortable standard of living during retirement.

Being independent financial advisors, we look at the entire spectrum of options available, including:

Pensions; Lifetime Annuities, Medically Underwritten Annuities, the Open Market Option and many of the alternatives such as; Capped Drawdown, Flexible Drawdown and Temporary Annuities.

Investments; Individual Savings Accounts (ISA), Deposit Accounts, Investment Bonds, Collectives, Premium Bonds

Estate Planning – we will give advice on Trust planning, wherever we spot the chance to help preserve your estate for future generations

 To discuss your requirements with one of our experts, please complete the form opposite or call the office today on 0800 6342 111