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Do you know how much money you would need to save for retirement? Consider the current amount in your retirement savings; would you know how much money is needed to provide an income for your and possibly your spouse in retirement? Often a pension fund is the largest investment you may have, yet without appropriate financial planning, many people could outlive their savings and investments.

What Can We Do For You?

We have been successfully managing people’s retirement planning for decades, helping to preserve family wealth for generations. We will analyse your pensions, savings and investments to provide a range of scenarios that allows you to make informed decisions based on a real understanding of your options.

Whether you are unsure as to how you could use the new pension freedoms to your advantage, or are looking to build a retirement fund, or are at retirement age and thinking of accessing your pension or investments to provide an income, we can manage your portfolio on an on-going basis to ensure it remains in line with your financial goals.

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