Retirement Planning made simple
We like to make things as simple as possible for you, so our team of experienced Retirement Planners can visit you in your home to discuss the most appropriate plans.
During the process, we take in to consideration factors such as your lifestyle, health factors and if you would like to leave your family a financial legacy. Our detailed and tailored approach analyses your circumstances then reviews your plans for the future. This helps us to understand the level of contributions you will need to make in order to more effectively fund your retirement.
During our Retirement Planning process, it is important for us to consider your tax status in order that your retirement plan accurately captures your tax situation and can therefore be included in all future calculations.
Our Retirement Planners
- Appointed representative of Openwork UK, regulated by the FCA
- Pensions Management Institute (PMI), or the Chartered Insurance Institute (CII)
- Highly experienced Retirement Planners
- Flexible – Can visit you at your home
- Fully DBS Certified