Retirement Solutions

We offer an initial free consultation to gain an insight into your current situation, plans and also your future aspirations. We have a continued dialogue between yourself and the providers to ensure we derive the best solution to meet your individual needs.

In relation to Retirement Solutions, we offer a strong ongoing service for your changing retirement needs both pre and post retirment ensuring that the initial tailor-made package is always in keeping with your situation and plans. As things change our flexible approach will help your solution change too.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.


Personal Retirement Planning

  • Individual Solutions
  • Increased Income For Retirement

Income Drawdown

  • To Benefit Dependants
  • Flexible Income Generation
  • Deferred Income

In-Retirement Planning

  • Income Generation
  • Tax Free Lump Sum Management

Pension Transfers

  • Pension Fund Solutions
  • Flexible Pension Provision

Group/Company Schemes

  • Company Schemes
  • Scheme Management

Our Solutions

Wealth Management Solutions

  • Lump Sum Investments
  • Income Generation
  • Offshore Investments
  • ISAs
  • Inheritance Tax Planning
  • Trust Planning
  • Tax Planning

Protection Solutions

  • Life Cover
  • Serious Illness Cover
  • Income Protection
  • Mortgage Protection
  • Medical Insurance
  • Group / Company Schemes
  • Key Man Cover
  • Private Medical Insurance
  • Home Insurance

Retirement Solutions

  • Personal Retirement Planning
  • In-Retirement Planning
  • Group / Company Schemes
  • Income Drawdown
  • Pension Transfers