Retirement Planning
Retirement Planning
Retirement Planning
Our advisors are here to understand your financial goals and help you to plan for the future. Whether you have just started your career or approaching retirement, we can help create a plan that works for you, giving peace of mind that you can enjoy in later life.
We can develop strategies for:
- Keeping control of your pension pot, taking an income or a combination of both
- Managing a lifetime’s worth of pension pots, investments and cash accounts
- Property ownership and how retirement will impact on this, whether repaying mortgages, downsizing, assessing a property portfolio, releasing equity or leaving property in a will
Pensions are only one part of retirement planning, and as independent advisors we will provide advice to help you structure your wealth to take advantage of all planning opportunities.
Pension schemes we can advise you on:
- Personal Pension
- Self-Invested Personal Pension (SIPP)
- Small Self-Administered Scheme (SSAS)
- Executive Pension Plans
- Previous Employer Pension Schemes
- Stakeholder Pensions
- Workplace Pensions
The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
At Azets Wealth Management, we have a team of Financial Planners whose aim is to help businesses and individuals ensure they have the right protection for them, their families and their business. Our Wealth Management team will discuss and explore with you your particular circumstances, with the aim of developing a strategy so that appropriate arrangements and protection mechanisms are in place should anything untoward happen.