Belgrave Asset Management
Independent Financial Advisers
Pension Planning
Planning Your Income After Retirement
Although it may seem a long way off, planning for your retirement is as valuable and pertinent as any other investment decision. It should play a major role in your overall financial planning. Pensions are an investment in their own right and our experts focus on tax efficiency, as well as considerations for your income in retirement.
Retirement Pension Plans
Our experts on retirement income will help you consider and negotiate every option, including the best combination of:
- Self-Invested Personal Pensions (SIPP)
- Small Self Administered Schemes (SSAS)
- Corporate Pension Planning including group and personal arrangements
Specialist Advice
Our bespoke service focuses on your own individual situation and helps you to make early informed decisions on your retirement options. We help you plan your own pension or your pension as a couple. We advise you on how the many varied factors will affect your retirement income. This may include your gender or the date you can retire, as well as any changes in investment markets or the law.
Professional Wealth Management
Our professional and expert pension service recognises that investment decisions concerning your retirement income cannot be taken in isolation. We actively promote lateral thinking throughout our organisation, and ensure your wealth is properly managed by experts, both pre and post retirement. This includes ensuring you receive the most up-to-date information to best preserve and manage your wealth and income, regardless of whether this is regular or received as a lump sum.
Gemma Watson
Pensions Director
