You are never too young to start providing for the time when you finally do give up day-to-day work. Pension legislation can be both confusing and complicated, and we will endeavour to make this very important subject both understandable and relevant to your situation. We advise on both personal and corporate pension planning, tailored to meet your individual circumstances and taking into account your own desired level of funding as well as identifying the actual amounts you would need to invest, in order to achieve your preferred pension income levels. We also have access to one of the leading independent annuity providers in the market today.

We like to work closely with our clients from the point of setting up the scheme right through to the day you finally take benefits from your pension plan. Our consultants are experienced in providing advice both on the growing of your pension fund and the many ‘at-retirement’ solutions available. They will also take into account any other areas of financial planning that require attention at that time including Inheritance Tax, Wills, and the maximising of tax-efficient income from your other assets.

There has been an enormous amount of previous pension legislation meaning that many of our clients have a number of different pension plans and are confused as to how they can consolidate them to provide the best potential benefits. We can take this confusion away by utilising some of the most up-to-date software in the industry to determine whether a consolidation of your plans would be of benefit to you.

Please contact us for further details.

 

  home     about us    mortgage enquiries     contact
mortgages    protection    retirement planning    investment

©2007 Cavendish Brooke
 
  Appointed representative of Openwork Limited which is
authorised and regulated by the Financial Services Authority