Retirement planning

Ensuring your retirement income fits with your lifestyle choices

Early Retirement PlanningClick here to read the Early Retirement Case Study

Early retirement is an attractive choice … if you can afford it. We take you through a detailed analysis to make sure you can make informed decisions.

The pensions’ world is paved with whys and wherefores, so it is wise to get specialist advice before making decisions.

We offer expertise in:
Our relationship encompasses:
  • An assessment of your current circumstances
  • A projection of your future income, expenditure and retirement choices
  • An assessment of the tax efficiency of your current arrangements
  • Creating your own financial plan
  • Investment recommendations based on the needs of your plan
  • Implementation, financial administration and management
  • Periodic planning meetings to review progress and plan for the future
  • Cross-border expertise

For more information on our services please use the contact form in the blue bar.