Partner London +44 (0)20 7131 4196
As life expectancy increases, planning for a retirement that could last a third of your lifetime raises a number of important questions. How can I be sure I have sufficient income for my retirement? What are my options at retirement and which is best for me? What is the most tax-efficient way to distribute my pension fund after my death?
The fact is there is no simple answer to any of these questions. The pension landscape is complex with legislation changing all the time – and we all have different circumstances and attitudes to risk.
You’ll get a very personal service tailored to your precise needs, with regular reviews designed to help you make the right decisions as you plan your retirement.
You’ll have direct access to our highly qualified team of experts, who’ll keep you informed of relevant changes, without the need for unnecessary account managers or middlemen.
We don’t provide our own financial products, so you can be sure you’ll get independent, fee-based advice on the widest possible selection of pension products from a trusted adviser.
Our in-house colleagues from across our diverse business can provide a range of specialist advice on all aspects of your finances.
We build long-term relationships and have been advising some families over many generations.
Our directors have an average of 20 years’ experience.
Our team comprises qualified chartered financial planners, as well as chartered accountants, chartered tax advisers and affiliates of the Society of Trusts and Estates Practitioners.