PENSION ADVICE & RETIREMENT PLANNING – WEST SUSSEX, SURREY & BEYOND
Knowing the style of retirement you can enjoy, or when you can start enjoying it, doesn’t have to be a mystery. We help individuals in West Sussex, Surrey and beyond to put in place plans that will enable them to enjoy their retirement when they want and how they want, but we do it differently to most.
Rather than simply ask how much money you would like to retire on and at what age, we ask how you visualise your retirement. Knowing what you want to achieve is an important stage in the retirement and pension planning process and is one that underpins our ethos and belief in the importance of lifestyle financial planning.
When it comes to planning for your future, your retirement and your pension, there is no time like the present.
As part of our retirement planning process, we look at the practicalities of what will happen once you stop working.
Got a firm plan of what you would like to spend your time doing during retirement?
Know how much money you will need to enjoy the retirement you visually without worry?
Looking for pension advice for an existing policy, or support with a new policy?
Want to understand the most tax-efficient savings methods?
Not sure if your pensions and investments will enable you to enjoy the lifestyle you desire?
Pension planning offers a tax-efficient way of accumulating a steady source of income. Today’s pensions are low-charge, flexible and offer superb fund management, but to provide what you need to achieve the lifestyle you desire, it is necessary to formulate a plan for that lifestyle.
We work with you to determine how you would like your future to look, then project the money you will need to make that happen. Then we offer solid pension advice and make suggestions on how to achieve this income in a way that you are comfortable with.