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.

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

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

To help you plan your retirement, I can advise you on the following:

• Retirement planning for the self-employed
• Retirement 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
• Retirement 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, I 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.

Pensions have had bad press in recent times, but because Cranborne Wealth Management has access to the whole of the market, I can find products that are tailored to your circumstances.

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.

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

Good financial management is key to ensuring the best quality of life for you and your family.

Talk to Cranborne Wealth Management today.