Retirement Planning

when it comes to retirement, pension's are not the only part of the picture.

About retirement planning

Retirement planning is looking about how you live now, how you would like to live in the future and how we together can achieve these goals

We can offer Advice whether you're .....

Considering starting a pension and looking to start a retirement plan.

Reviewing a number of different pensions in various places.

Reviewing your current provision to ensure it will achieve your retirement goals.

"the goal of retirement is to live off your assets, not on them "

How we can help with retirement planning

We will start with your current sutuation. We will discuss your goals and what life will look like for you at retirement

We will then begin to build your financial plan which will look at your current provision and where it is sufficent to meet your goals.

We will obtain a forcast on your state pension entitlement.

We also will take into account all your financial commitments together with your savings etc.

We will then advise based on our plan the most appropriate types of investments, balancing with your attitude to risk.

Lastly we continue to work together with regular reviews to ensure you achieve your goals.

The value of your investment can fall as well as rise and you may not get back the original amount invested.

Let's Get in


Email Address

Call Us

028 2545 1234


Gracehill Old School House, Gracehill, Ballymena BT42 2NL

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