Creating the retirement lifestyle you desire is not difficult – it simply requires forward planning.
Whether you are due to retire in ten years, five years of six months, we can help you make the right decisions now - to maximise your pensions and investments for the future.
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If you have a pension of £400,000 or more our independent pension advisors can assess your current situation, then help you plan for your retirement.
This might be through pension consolidation or advice on how to maximise pension tax relief as well as planning you ideal retirement income; you might be able to retire earlier than you thought.
Planning early with us means we can predict:
• Your annual retirement income
We’ll look at tax efficient ways to maximise your pension pot.
• When you can retire
You might be able to retire earlier than you had thought.
As you approach retirement age, it is important to review your financial situation and your pension investments regularly...
So you can be confident
you’re on the right track.
We like to be open and honest about our fees, so below you’ll find a clear overview of our charges and a handy fee calculator; just enter the amount you would like to invest, and we’ll tell you exactly what our fees will be.
Pensions & retirement planning from Herbert & Webster includes:
• Providing the financial advice required to access your pension
• Consolidating multiple pensions – if required
• Cashflow planning to illustrate your retirement income
• Understanding if you can retire early
• Knowing if and when to take your tax-free lump sum
• Advice on the suitability of an annuity
Above all you will receive quality advice from a chartered firm, that will give you the confidence you’ll be financially secure in your retirement.
Take action today
Let us help you make informed decisions about your pension options based on all the facts, to give yourself the best chance of a happy retirement.