Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.
Managing your retirement income
Wealth planning services
Bespoke retirement planning
Retirement plans are very individual – some will realise their long held dreams whilst others will wind down to a quieter life and look to help the next generation. Whatever your plans, ensuring your pension pot is managed with the goal of meeting your needs, or drawing down an income in the most appropriate manner is critical.
We can review your pension provision and guide you through the complex rules around pensions to help your realise your retirement dreams, or to help you start dreaming.
Specialist pension advice
To help you plan your retirement our Wealth Planners can help you understand the complex world of pensions whatever stage of retirement planning you are at:
- Looking to consolidate pension pots
- Using pensions to pass assets to the next generation
- Ensuring your pension is appropriately structured
- Looking to start contributing to a pension
What our clients say
It is straightforward to speak with my investment manager. The detail given when making any portfolio changes is excellent. The pension advice I received from the Wealth Management arm a couple of years ago was top class.
The pension rules are complex
Our advice can help you navigate pensions to give you peace of mind in your retirement.
Christmas week hardly got off to a promising start for our stock market, but a modest recovery saw much of the damage repaired, though sentiment remained fragile.
JM Finn hosted a virtual conference in December, bringing together some experts to share their insights.