your friends in finance

Our Retirement Service

FIRST STEPS

  • Full financial review of your circumstances
  • Understanding your goals and aspirations
  • Highlighting any potential areas of need and helping you prioritise them
  • Risk profiling using 30 years experience combined with cutting edge technology
  • Obtaining up to date information from your existing providers when necessary
  • Lifestyle planning tool (this can be used for clients with over £100,000 of investable assets)

EXPLORATION

  • Devising a bespoke plan to meet your objectives
  • Accessing what the Whole of the Market has to offer as only an Independent Financial Adviser can do.
  • Selecting the most tax efficient vehicle and most appropriate funds

NAVIGATION

  • Explaining how the plan meets your objectives in an easy to understand, jargon free way.
  • Implementing the solutions
  • Completing all the relevant paperwork and application forms and submitting it to the various parties involved.
  • Taking away the hassle – dealing with any queries or issues as they arise.
  • Providing you with a full written report explaining why this is the most suitable course of action.

DESTINATION

  • Annual review including pension portfolio analysis
  • Annual rebalancing & subsequent funds switches deemed necessary
  • Annual portfolio valuation with accompanying report
  • Face to Face, Telephone and Email access to your Adviser
  • Online access to all your personal information, documents and policies via your personal website

GOING THAT EXTRA MILE

  • Remove the hassle service
  • Second opinion service
  • Succession planning
  • Quarterly newsletter & budget update
  • Cutting edge technology
  • Smartphone app to keep track of your finances
  • Secure messaging via your personal website for extra peace of mind
  • Secure data storage using market leading technology
  • Access to professional third parties (Accountants, Will Writing Service etc)
  • Independent Financial Advice
  • Level 4 Qualified Advisers with a wealth of retirement planning experience
  • FSA regulated advice
  • Access to the Financial Ombudsman Service
  • Members of Financial Services Compensation Scheme