Pre-Retirement Planning

As we all know people are living longer which in turn means that we have a longer retirement to fund.

Despite some people’s views that pensions are a waste of time and money they still remain a very tax-efficient investment vehicle for use in retirement planning. However they should only form a part of a wider overall retirement planning strategy.

As part of our overall financial planning process we work closely with our clients to form a retirement planning strategy to ensure that our clients can fulfill there needs and requirements in retirement.
We use all types of pensions including Self Invested Personal Pensions (SIPPs) and executive pension plans.

We can assist in all aspects of pre-retirement planning, including the consolidation of existing pension assets, forming a pension investment strategy and regularly reviewing your progress towards specific retirement income goals.

Call us on 01768 840000 or e-mail info@profilefm.co.uk to request further information or arrange an initial meeting. This first meeting is at our expense and without obligation. We look forward to hearing from you.