Pre retirement key issues
Retirement is still some way off
You are juggling priorities eg mortgage, children’s education, insurances etc as well as trying to save for the future.
If you are trying to make sense of your plans for retirement or decide what to do with your pension (and you live in the Scottish Borders or are happy to travel to Galashiels or Kelso) we'd love to help.
Our clients employ us for our opinions on what is right for them. And our opinions are regularly featured in print. We have been quoted in a variet of plublications on many topics ranging from pensions reform, investments to Scottish Independence!
Our clients also value our impartiality and breadth of experience when advising on Retirement Planning. We have written guides on 'A Happy Retirement' and 'The Options for your Penison' which you can download free of charge.
Retirement is still some way off
You are juggling priorities eg mortgage, children’s education, insurances etc as well as trying to save for the future.
Retiring soon (within the next 3-4 years)
Can I afford to retire? How much do I need and what can be done to improve things? What are my pension options?
Already retired (ie drawing pensions)
What's the best way to deal with concerns such as inflation, poor returns on savings, Long Term Care or Inheritance Tax.
"The impact that you have made in helping us to maximise the benefits of our pension pots and resolve our shorter term 'cashflow' problems has been remarkable and the light now seems to be glaring at the end of the tunnel!"