Your Retirement

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Your Retirement

At Buckingham Gate Chartered Financial Planners, our experienced retirement advisers will help you make the most of your money – and your future.

Pensions can be complex with so many considerations, including your family circumstances, pension rules and tax regulations. The good news is that whatever your situation, and however you want to enjoy retirement, we can help set up bespoke arrangements that are right for your needs.

Few people can visualise their retirement, but most would hope, at the very least, that it is a comfortable one. And we all know that, to achieve this goal, we have to have our finances in place as early as possible.

A Discovery Meeting is the perfect way to start planning, and get help with all those big questions you might have: when can I retire? How can I make my money last? Should I take a lump sum?

A better tomorrow starts with understanding today. When the future is unclear, the thought of retirement may well feel more daunting than exciting. Our retirement planning service can help you build the wealth you need to achieve the retirement you deserve by focusing on the following key areas:

Client Testimonials



Seminars

We regularly host free Seminars and Webinars on this topic. Please visit our Seminars page to register for one of our upcoming events.

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YOUR RETIREMENT

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Retirement Accumulation

We help clients to build up funds for their retirement in the most tax efficient way possible. The new retirement landscape often necessitates the use of many tools to deliver the intended outcomes, not just pensions.

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Retirement Portfolio Management

If a drawdown pension is preferred, the management of the investment portfolio is vital to ensure that the pension fund still lasts a lifetime. We construct robust retirement portfolios for clients that are designed to produce the income they need, while minimising risk.

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Retirement Income Strategies

We help clients construct robust Retirement Income Strategies using not just pensions, but all of the other available tax wrappers. This ensures that our clients can enjoy the income they need with the minimum possible tax liability.

A pension is a long-term investment. The fund value may fluctuate and can go down, which could have an impact on the level of pension benefits available.

Your pension could be affected by interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation, which are subject to change in the future.

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