Retirement Planning

Retirement Planning

Understanding the importance of planning well ahead to provide for your retirement is massively important, possibly more so than any plans you set up to support yourself throughout your working life. Seeking expert advice at every stage in life is essential, as this will bring peace of mind in retirement knowing that you are able to provide financially for yourself and your family’s needs.

Our professionally qualified advisers are available to help you plan for your retirement years and their expertise will assist you with the following:-

  • We provide retirement planning advice to new and seasoned retirement investors, on such issues as the suitability of a Pension Plan and if applicable, on the pension funding necessary to achieve your retirement income objectives, affordability of payments, maximising the tax efficiency of your retirement payments / taxable income, as well as a number of other relevant points
  • Whether you are new to retirement planning or have existing pension arrangements, we provide advice as to how best to maximise the growth of your pension plan whether you invest in cash, collective investment funds, shares or alternative assets, such as commercial property
  • For all those looking to retire a comprehensive review service is available, at which time your aspirations, needs and objectives, as well as an overview of your retirement options are fully discussed
  • We provide hugely important advice as to how to make pension provision for your family or partner both during your lifetime and in the event of your death

For expert advice please contact our retirement planner Steve Bonney for an appointment (01326 319081). The cost of our initial fact finding meeting is met by our company and the cost of any further work will always be agreed with you before we start.

Past performance is not necessarily a guide to future performance and you may get back less than your initial investment.

Steve Bonney

HDFS Director and Independent Financial Adviser (DipPFS, Certs CII MP & ER)

Steve specialises in all areas of investment / retirement / pension and Inheritance Tax planning, and is also qualified to advise on mortgages, equity release mortgages and life and income protection planning. Read more...

01326 319081