My specialism is in retirement advice for those saving for retirement and those approaching retirement.
The earlier you start planning for your retirement the better, I have met with client in their 20s, 30s and 40s, who are beginning to think about what they need to save for their retirement or are questioning whether they are saving enough into their workplace scheme or private pension.
I have also met with clients who arein thier 50s and beyond, that are looking to find out about the options available for income or already have an income but worried if there pension income will be sustainable.
I can forward plan and illustrate what your future could be like and find out if your retirement will be how you expect it to be.
If you choose to call me. You will come straight through to my mobile.
Ask me about my reviews, charges and experience, I am happy to share my reviews with you from existing clients.
Please note - I have an office in Dundee and Perth but most people prefer for me to come to their home.
Creating retirement plans:
What I do -
1. Understand what options you have at retirement.
2. Help you take income from your pension.
3. Answer if you should combine existing pensions.
4. Explain how to save for retirement tax efficiently.
5. Understand if you are savingenough for retirement.
6. Illustrate if you will be able to maintain your lifestyle in retirement.
We do not advise on final salary schemes directly, however, we can arrange an introduction to one of the trusted pension transfer specialists on our panel.
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