If you want the retirement you deserve then please read on. Are you ready for potentially the longest holiday you will ever have? How much money you need will depend on what you want to carry on doing when you retire, fixed costs, nice to have and luxuries, planning this at the outset will give you a better idea of how much you need to put away to secure the retirement you want. We will work with you to ensure that you have the realistic chance of achieving your goal. If you are nearing retirement and wish to discuss your options and how best to maximise your current assets, then please do get in touch. We offer an initial meeting at our cost to discuss how best we can work together. All investments carry risk, tailoring your investments to suit your personal attitude to risk is critical. Reducing market volatility is important should you be taking an income. You can access your pension saving from aged 55 so bear this in mind when saving into one, pensions as a rule are a long term investments.
THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.
The standard charge for this service is £1500 upfront followed by a 0.5% annual charge on assets under management.