Pre-retirement planning

We are living for longer on average and this means a longer retirement to fund.  Pensions remain a tax-efficient investment vehicle for use in retirement planning but they should only form a part of a wider overall retirement planning strategy.

Informed Choice joint managing director Martin Bamford is author of How to Retire 10 Years Early, a book about pre-retirement planning that recently featured in the Independent on Sunday.

As a firm of Chartered Financial Planners we work closely with our clients to form a retirement planning strategy and implement these plans using a range of financial solutions from the whole market place.

We have specific expertise about all types of pensions and particularly Self Invested Personal Pensions (SIPPs) and executive pension plans.

Our head office, Sundial House, is owned within a SIPP and we have assisted several clients with the purchase of a commercial property within their pension plans.

Do contact us today - complete our online enquiry form, call us on 01483 274566 or email hello@icl-ifa.co.uk - to request our new client welcome pack and set up an initial consultation with no cost or obligation.

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