Retirement Planning 
Helping you get real about your finances
For many of us retirement seems a long way off and so we tend to push it to one side. However, if you can plan carefully now, you can make sure you get sufficient funds in place to have a long and plentiful retirement.
Facing Tomorrow, Today
We’ll help you review your existing plans to make the most of your future income and ensure your schemes work for you and your family.
As financial planners we can also show you how much you can expect in retirement, what you really need and what you can do about any shortfall. Whatever the outcome, we think you’d rather know how it is now and adjust accordingly.
Retirement planning typically falls into two parts:
Pre-retirement funding:
- Personal Pensions and Stakeholder
- Occupational Pensions
- Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS) – which includes our own Cooper Parry SIPP and SSAS
- Investment advice
Retirement Income Options:
- Annuity purchase
- Income drawdown
- Phased retirement
We are qualified to give you pension transfer advice and advice in respect of pensions and divorce.
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