Pensions and Retirement Planning

Our approach with longstanding clients looking to save for retirement is fairly straight forward – find how much income do you need in retirement, project how much capital you need to accumulate to provide this and ultimately how much you need to invest to achieve this capital base.

For our clients already approaching or at retirement, the array of options available can be daunting.  We can advise you on all of your options with regard to any pensions you have in place as well as structuring a tax efficient portfolio from which to draw an income throughout retirement.