Retirement planning

We take pride in helping our individual clients to reach their financial goals.

We take pride in helping our individual clients to reach their financial goals, but planning for your eventual retirement can easily be overlooked, especially if you are concerned with the day to day running of a business. Yet with careful and timely planning you will be able to make the most of the options available.

Our sister company, Sheards Wealth Management can assist with the following:

  • Auto-enrolment compliance
  • Group pension planning
  • Devising an exit strategy
  • Tax-efficient disposals
  • Management buy-outs
  • Retirement planning and pension provision.
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