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Retirement Planning

When it comes to providing for our retirement, too many people are doing too little too late. However, putting away even a small sum at an early age can make a big difference to the lifestyle you will enjoy when you retire.

Modern pensions benefit from some attractive tax breaks and today you can even contribute to your pension when you don't earn an income!

We can advise you on the most appropriate types of investment opportunities for your retirement, balancing the level of risk with the return on investment required. Our specialist retirement planning experts can also advise on transferring pensions, occupational schemes, and special situations such as pension sharing on divorce.

Our retirement planning advice isn’t just for individuals, with workplace pension legislation coming into full effect in April 2017, all employers will need to have pension provisions in place. We can advise on the best scheme available for you and your employees.

Whether you need to set up or review existing retirement planning strategies, for you or your employees, we have ways to help you make the most of your retirement opportunities.

About to retire?
You only have one chance to select the correct option for your particular circumstances, therefore, it is paramount that you look at all the options available to you instead of just buying your pension from your existing provider.

Contact us today to arrange a free, no-obligation initial appointment to discuss how we can help you plan for your retirement.

 

 

Why Us
Why Us
Acklam Financial Ltd are Independent Financial Advisers with over 100 years of collective experience. We are passionate about helping you make the most of your finances, which is why we take the time to get to know you, your lifestyle and aspirations, before offering personalised financial planning and advice, tailored to you.
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Who We Are
Who We Are
Acklam Financial Ltd is an independent firm of trusted financial advisers dealing with all aspects of financial planning. Our Chartered Financial Planners are able to provide industry leading financial advice and our advisers have a wealth of experience in advising on the full range of financial products and services available on today’s market.
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What We Do
What We Do
Whether you are looking for mortgage advice, investment advice, retirement planning, inheritance tax planning, help with wills and trusts, or simply reducing costs, we have many years of experience in finding the most suitable solution for your needs.
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