Many people’s concept of retirement planning is to set up a pension and then forget about it. Time goes by and they suddenly realise that provisions made many years ago are now inadequate. Our approach is to review clients’ provisions regularly, to ensure that there are no nasty surprises on retirement.
Retirement planning is a complex process, and retirement provisions can take many forms, of which a pension is just one. We have the expertise to define exactly the right strategy for you, by analysing how much you can afford to save and identifying where you can best invest to build a secure retirement fund that will enable you to maintain your lifestyle when you stop working.