Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning. Here are some important questions you need to ask yourself
How much income will you need when you retire?
When are you planning on retiring?
Are you aware of all the pension possibilities open to business owners and directors?
Do you have the right type of pension?
Are you making full use of all your allowances?
How well are your pension investments performing?
Will your current rate of pension contributions be enough?
SIPPs and SSASs
Working in partnership with Greyfriars Asset Management we can help clients who want to take more control of their own pension affairs to directly control their own investments
Do you have the right balance between savings and investments, and between high and low risk exposures?
This is a difficult time for investors. With the base rate still at 0.5%, and unlikely to rise significantly for some time, returns from cash are often negative in real terms. At the same time world markets are very volatile. Investment in equity based options have generated negative returns for most in recent months.
So where can investors go?
There are options that can still provide strong returns provided investors understand exactly what they are investing in. Why not let us help you to find the right balance?
Working in partnership with Greyfriars Asset Management, we can help to create the right conditions for growth. We can help you and recommend solutions tailored to your particular needs.
To find out more or to discuss how we can help you, please contact Steve Wheatcroft