Why choose us?
We love taking the time to listen to our clients’ retirement plans and helping to make them reality.
We understand that it is a huge life changing event that can involve altering decades of “savings habits” and converting them to “spending habits”.
By focusing on fundamentals and detailed cash flow modelling we can give a clear picture of the retirement lifestyle you can expect. It is not unusual for us to encourage clients to spend more!
- Tax Free Lump Sum payments
- Pension Drawdown
- Flexible Income Streams
- Leaving your Pension pot untouched