We all recognise that there will come a time when we will choose to retire.

For some of our clients this may involve ceasing work entirely for some well earned rest. For others it means taking longer holidays and reduced working hours. You may even wish to start a new and more rewarding business venture, or possibly travel the world.

Whatever your dreams, as goverments and legislations come and go, the best way to ensure a comfortable retirement is to make your own provision – and it is important to ideally start as early as you can.

We will conduct a full and detailed assessment of your retirement needs and formulate a plan to meet them, with your case benefiting from the knowledge and experience of our in-house pension specialists.

Coastal scene

Depending on your needs, goals and attitudes to risk, we work with a range of companies to provide:

Pre and Post-Retirement Planning
Stakeholder & Personal Pensions
Self-Invested Personal Pensions (SIPPs)
Phased Retirement
Retirement Annuities
Flexi- Access Drawdown
Auto Enrolment
Open Market Option (OMO) advice
A detailed analysis of existing Occupational Pension benefits
Corporate Pensions advice to employers and their staff on important employee benefits such as Group Personal Pensions and Healthcare.
We can also help you obtain a State Pension forecast to aid your retirement planning.

We'd love to help

Get in touch to discuss your needs, goals and attitudes to risk.