Early Retired

Maintaining your lifestyle and ensuring you have enough capital to last for your retirement is a key consideration for people retiring relatively early. You will want to know more about investment planning, annuities, income drawdown and capital preservation.

How Tower Hill Associates can help
Our financial planning service will look at your current pension provisions, your investment portfolio, insurance policies and tax position. We will spend time getting to know you and understanding your goals for the future.

We will then develop a long-term plan identifying the annual income you will have available and whether there are other actions you might be able to take to help secure a comfortable future.

Your investment portfolio will be reviewed, in the light of your long-term objectives and risk profile. An appropriate asset allocation will be recommended and the strategy implemented. Each year, we will review your plan and investment portfolio and can make adjustments to reflect your current income and any changes to your circumstances.

Our financial planning service includes

To arrange a free consultation, please call one of our financial planning experts on 020 3865 2379

 

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  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

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