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Retirement Planning

Covering all the options

 

The good news is we are all living longer.

 

The not-so-good news is those extended ‘golden years’ of retirement will place more strain on your wealth, whether you are still in the accumulation phase or have reached retirement.

 

Like our wealth management approach, our retirement planning service is rooted in a deep understanding of your personal circumstances and your financial objectives. It also seeks to achieve the most tax-efficient outcomes for you.

Working Harder

We work hard to demystify the jargon surrounding pensions and guide our clients through the maze of choice and decisions.

We start with a review of the arrangements that are already in place.

 

It is fair to say many clients are vague about their pension arrangements: they don’t know what they have, where it is or what it is worth.

We often find their contributions are into under-performing default funds when better options are readily available.

 

 

Registered Office: Knight James
6 Station Road, Thames Ditton, Surrey, KT7 0NR

Reg in England no 7704870

 

Knight James Associates Ltd is authorised and regulated by the Financial Conduct Authority.

 

FCA Registration No.: 563896

 

Wealth Management