Financial adviser advisor advice planning inheritance tax pension pensions dorset ifa mortgage advisor
- 0845 680 8910
- Get in Touch
- Follow us
- SavvyWrap Login
Pensions
The fact is that most people retire on less income than they would like. However, planning for retirement can be complicated by the range of options available:
- Personal Pensions
- Stakeholder Pensions
- Occupational Pensions
- Workplace Pensions
- Small Self Administered Schemes (SSAS)
- Self Invested Personal Pensions (SIPP)
Planning for retirement may be started at any time, but it is vitally important to obtain the right advice as early as possible.
Some key factors to consider when saving for retirement are:
1.What age do you wish to retire?
2.How much income do you require?
3.What effect will inflation have?
4.Do you need flexibility?
Irrespective of your career stage or existing arrangements, we can provide comprehensive retirement planning advice.
The Moneytree Corporation Limited Registered in England number: 4350758. Registered Address: 4 Plants Green, Warminster, BA12 9NN. Savvy Financial Planning is the trading name of The MoneyTree Corporation Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice. We are entered on the FCA Register No: 504571 at www.fca.gov.uk/register. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The value of investments and income can go down as well as up and you may not get back the full amount invested. Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123, www.financial-ombudsman.org.uk.
Savvy Financial Planning, Hinton Business Park, Tarrant Hinton, Blandford Forum, Dorset, DT11 8JF