RETIREPLAN: Comprehensive Retirement Plan

RETIREPLAN gives you access to a wide range of retirement, investment and tax planning solutions to suit your financial needs and requirements. We take care of every aspect of your retirement and pension planning needs including conducting a full financial assessment of your existing pension arrangements and their associated costs, tax and protection planning and research and development of the suitable pre and post-retirement options available to you. Our solution empowers you to take back control of your retirement and pension affairs, rather than the other way around.

Data Collection

We carefully gather detailed information on you, your current financial situation and your goals and objectives.

Analysis

A team of technical experts apply analytical and data-modelling techniques to make sense of your financial situation now and into the future.

Research

Our research activities include product research, provider research, platform research, wrapper selection and investment fund selection to ensure you receive the best available products.

Strategy

With a full understanding of your current situation and your priorities, we begin developing your individual financial strategies.

Implementation

We ensure that all of our decisions to implement truly achieve optimum balance between cost efficiency and ensuring the best possible outcome for our clients.

Ongoing Management

We work hard to ensure that your financial goals and objectives remain suitable and on track for you over many years by providing clients with an ongoing service that includes regular reviews.

What are the benefits of having a RETIRELAN?

RETIREPLAN has been designed to give you the peace of mind you deserve, and the time to enjoy life and retirement, without the burden of daily financial worries.

  • Want to better manage your pensions, but aren’t sure where to start
  • Don’t have time to do your own retirement planning
  • Want a professional opinion about the plan you’ve developed
  • Don’t have sufficient expertise in certain areas such as investments, pensions, annuities, drawdown and retirement planning
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