Old Guy

The period immediately before and after retirement is arguably the most important in a financial lifetime. Having spent many years earning and accumulating capital you are now approaching the decumulation period of using your savings to provide income and meet all your expenditures.

We design your retirement income using strategies such as annuity, drawdown and phased retirement which are considered alongside your savings, your property and any business shareholdings.  We then carefully combine and balance these to ensure an optimum and tax efficient income.

To download our Brochure:
Taking income at retirement. CLICK HERE