As you approach retirement, it is important to be clear about your long-term financial future and the type of lifestyle that you will be able to enjoy. You might have pension pots from a number of different employers, a range of different investments and insurance policies. You want to be well informed about the options available to you when you retire.
How Tower Hill Associates can help
We will take the time to look at your portfolio of investments, pensions and insurance policies to establish your income levels, throughout your retirement. We will develop a long term financial plan, with a range of options so that you can be clear about the lifestyle you will be able to enjoy throughout your retirement. Once agreed, we will implement your investment strategy. 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
- Investment planning, identifying how best to invest your capital
- Retirement planning, including pensions and SIPPs
- Tax planning, including inheritance tax and estate planning
- Insurance advice, to ensure that you and your family are provided for, should the unexpected happen
To arrange a free consultation, please call one of our financial planning experts on 020 3865 2379
