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Looking to Retire SoonThe options are becoming greater. No longer do you have to lock in to an annuity for life. However, the options now open to you are both complex and of varying degrees of risk. On the positive side, they are certainly more flexible, and seeking competent advice on this subject from an adviser who has experience in all areas of taking an income in retirement is vital.
At Trinity Wealth Management Ltd, we would help you every step of the way through the following process.
- Have a face to face meeting with you
- Discuss and confirm your retirement planning goal
- Review all other forms of income so that no unnecessary tax is paid.
- If you are a new client, we would review your existing pension arrangements as part of this process.
- Compile a full report which will provide you with a comparison of all options open to you, and the benefits and disadvantages of each option.
- Report back and present you with our report and recommendations at a face to face meeting.
Advice should also be sought with regards to the major changes in Pension legislation which were applied in April 06. This had serious consequences with regards to your planning! Seek advice!
If you would like our advice on how best to retire then please click 'Contact Us' below and complete the response form?
Trinity Wealth Management Limited,
is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.
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