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Retirement Planning

Helping you to plan for a secure future

Taking the mystery out of retirement planning

Despite some people’s best efforts, the ageing process catches up with us all. And, when it does so, we all hope that we’ve made adequate provision. Putting aside a regular amount of money during your working life is probably the most convenient and reliable way of ensuring that you do.

Planning for a secure retirement

From pensions to ISAs, income protection to inheritance tax, we will take the time to explain the options and help you to identify the most appropriate – whatever your age, circumstance and requirement – ensuring that when the time comes you have sufficient income to enjoy your retirement.

At George Square Financial Management, our highly-qualified, experienced advisers will work closely with you to understand your current position and establish your needs. They will then guide you through a comprehensive process to ensure you get the best value in terms of services and products.

Specialist pension advice

Perhaps you require assistance with a specific pension issue or want a full review of all your schemes with a view to consolidation. Maybe you are unhappy with how your pension has performed or you would like more control over investment decisions. Whatever you need, we are here to help.

  • Personal Pensions and SIPPs
  • Retirement Analysis and Forecasting (including pensions in divorce cases)
  • Company Pensions, GPPs, SSASs and Group Money Purchase
  • At-Retirement Planning, Annuities, Capped and Flexible Drawdown
  • Review and Pension Transfer Advice (including Final Salary schemes)

For a FREE initial consultation with one of our highly qualified financial advisers, call the George Square Financial Management team on 0115 947 5545.

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