Cranborne Wealth Management

How can you ensure you have an adequate income for when you retire? Obviously, you need to make a significant commitment to invest for your retirement - but just as important is professional advice which focuses on your requirements. Cranborne Wealth Management are specialists in advising people about pensions in Dorset.

We take great pride in our ability to assist our clients with their pension planning in Dorset. In the first instance we review any existing arrangements, establishing were they are now and then put together a new plan to help achieve the retirement you desire.

Another important aspect of the advice we undertake is at retirement, advising on the best way to take benefits.

To help you plan your retirement and pensions in Dorset, we can advise you on the following:

• Pension planning for the self-employed
• Pension planning for employees, including those whose pension benefits are restricted by the earnings cap
• Calculation of the maximum contribution to pension arrangements
• Transfers from occupational pension schemes
• Pension planning for company directors and professionals
• Remuneration strategy for company directors
• Exit planning for company directors
• Investments for existing pension schemes
• Inheritance Tax planning through pension schemes

As well as expert guidance, we offer the following products:

• Personal pensions
• Company pensions
• Stakeholder Pensions
• SIPPS (Self-Invested Personal Pension Schemes)
• Income drawdown
• Trustee investment schemes

The boom in personal finance means many of us are becoming richer through better financial decision-making. However, managing your investments and funding your retirement is still a big financial responsibility.

Although located and offering Pensions in Dorset, Cranborne Wealth Management has access to the whole of the market. This means we can find products that are tailored to your circumstances from a broad range of options.

Your investments should reflect your personal situation. Some investments are designed to maximise flexibility, others to maximise security or create a regular income. Others are high risk and suited to the more intrepid investor.

We take time to understand you and your approach to risk, before considering the financial options available. And we don't just advise on new investments. We could also review existing portfolios and advise how new legislation might affect its performance.

Good financial advice is key to ensuring the best quality of life for you and your family and should be the first action sought from anyone wanting a Pension in Dorset.

Talk to Cranborne Wealth Management today for advice on retirement and pensions in Dorset.