Retirement Planning Services

Whether you are looking for advice after retirement or pre retirement planning. It is essential that you have all the information available to make the important decisions. You may be looking for retirement income funds, for early retirement planning or simply a health check of where you are and whether you are on the right track.
So depending on how your assets are already set up and in place, the process may be:

  1. Plan
  2. Engage
  3. Review

Generally, our clients are looking for retirement planning services and are trying to find the right sort of financial planning consultant to suit their needs.

We find that our clients are looking for someone with the specialist investment knowledge and professional level of service to deliver what they need. So whether this is by using a Personal Pension, a SIPP, or another pension wrapper and then going into income producing mode there are a wealth of choices and of course you no longer have to take an annuity.

There are options, there are choices, but if you need advice then start with that, by choosing the right Independent Financial Adviser for you.

If you think Philippa Gee Wealth Management might be able to provide the retirement planning services required, please email; or call 01694 722 222 to obtain further information.

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