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Retirement strategies
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plan your retirement strategyEveryone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning. Here are some important questions you need to ask yourself:


  • Pension provision
    Have you made adequate pension provision, and do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?
  • Savings and investments
    Do you have the right balance between savings and investments, and between high and low risk exposures?
  • Life assurance and long-term care
    Do you have adequate life assurance, and have you made provision for long-term care and medical insurance for you and your spouse in your later years. We can help you answer all these questions and recommend solutions tailored to your particular needs.

Please contact Philip on 020 8450 5151.