Mid Career Executive, aged 45-55

As a mid career executive, you might have pensions from a number of different employers that might need consolidating, your children will be nearing the end of their education and you will be looking to save more for your retirement.

 

How Tower Hill Associates can help
For many mid career executives, unraveling a variety of pension pots and considering whether a SIPP might be appropriate is an essential part of a good financial plan. As the costs of education decrease, there might be more cash available to invest.

 

We will spend time looking at your existing portfolio of investments and checking the small print of your different pension pots and develop a bespoke financial plan to achieve your financial objectives.  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, helping you to stay on track to achieve your long term goals.

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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