028 9065 6999
Retirement & Later Life Planning
Experienced Retirement & Later Life Planning advice
Whether you are approaching retirement or are already retired, you can contact us for professional retirement planning advice.
We will discuss the retirement options available to you and help you make the most of your pensions.
Planning for retirement
At some point in the future, most of us want to stop working, but still be able to continue to enjoy a comfortable standard of living.
Appropriate retirement planning is a key part of achieving this. We are well placed as experienced Independent Financial Advisers to help you plan for retirement and then use your accumulated pensions and savings to provide you with access to a tax free lump sum and/or income when you decide to stop working.
A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Our retirement planning services
- Meeting with you to gather information on your personal financial circumstances.
- Assessing and agreeing your attitude to investment risk and capacity for loss.
- Analysis of any existing pension arrangements.
- Designing your bespoke financial plan.
- Meeting with you to discuss our recommendations
- Implementing the recommended strategy
- Providing ongoing advice and review services
The value of investments and income from them can go down. You may not get back the original
amount invested.
Ongoing advice and reviews
It is important that your financial plan is reviewed regularly to ensure it remains on course to meet your objectives. We can provide you with ongoing advice and regular reviews as part of our professional financial planning services.
Please call us on
Professional Independent Financial Advice based in Belfast.
Address:
66-68 Holywood Road
Belfast
County Antrim
BT4 1NT
Phone:
028 9065 6999
Email:
info@moneyhelp.co.uk
Email communications are not secure, for this reason Buchanan Johnston Flynn Limited cannot guarantee the security of the email, its contents or that it remains virus free once sent.
Address:
66-68, Holywood Road, Belfast, County Antrim,
BT4 1NT
Email: info@moneyhelp.co.uk
Phone:
028 9065 6999
Buchanan Johnston Flynn Ltd, 66-68 Holywood Road, Belfast, BT4 1NT. Registered in Northern Ireland under no NI052110. Buchanan Johnston Flynn Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority.
2plan wealth management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 461598.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
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