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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.
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.
After our initial meeting with Mark Russell we had a greater understanding of how we might achieve our plans for retirement,
and with Mark’s help those plans have now been fulfilled.
Iain and Katy Colquhoun
Knight James combines well-informed advice with clear, simple explanations about the products it recommends which are understandable to the non-expert and backed up with extensive research for the more experienced investor.
Paul is professional and courteous and offers a varied
choice of investment opportunities.
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