Pre-Retirement Planning
Living for longer means a longer retirement to fund.
Pensions remain a tax-efficient investment vehicle for use in retirement planning but they should only form a part of a wider overall retirement planning strategy.
As a firm of Chartered Financial Planners we work closely with our clients to form a retirement planning strategy and implement these plans using a range of financial solutions from the whole market place.
We have specific expertise about all types of pensions and particularly Self Invested Personal Pensions (SIPPs) and executive pension plans.
Our head office, Sundial House, is owned within a SIPP and we have assisted several clients with the purchase of a commercial property within their pension plans.
We can assist in all aspects of pre-retirement planning, including the consolidation of existing pension assets, forming a pension investment strategy and regularly reviewing your progress towards specific retirement income goals.
Do call us on 01483 274566 or email hello@icl-ifa.co.uk to request a new client welcome pack and arrange an initial meeting. This first meeting is at our expense and without obligation. We look forward to hearing from you.
