Benjamin Franklin once said ‘If you fail to plan,
you plan to fail’.
Index-Linked Annuity, enhanced annuity, drawdown,
phased drawdown, third way annuity, spouses pension?...just a snapshot of the
long list of options to decide when it comes to making one of life’s most
important financial decisions.
At BROADSTONE, we believe that the solution to
enjoying a long and financially secure retirement lies in the planning – tell
us what you want in retirement and we will help you plan to achieve it.
Saving for retirement does not have to mean saving
into a pension only. Once you have decided the lifestyle you want to have in
retirement, we can help you establish what assets are available to incorporate
into your plan. It might be an expected inheritance, rental income, an ISA
portfolio or proceeds from the sale of a business that will provide the income
stream to fund the longest holiday you are likely to have embarked on.
Should your plan identify a ‘funding gap’ we
will recommend the most appropriate solution to ensure this gap is bridged by
the time you take that holiday. If an alternative to a pension is the most
appropriate solution, we will tell you so and why.
A Financial Planner should do as their title
suggests – plan.
Decide to engage with BROADSTONE and your Financial
Planner will create your plan and review it on a regular basis, taking into
account relevant changes in your circumstances as and when they happen.
Retirement just got a whole lot simpler with a
financial plan - we call it life planning.
Peter Nutini
Consultant
Telephone: +44 (0)20 7893 3456
Email: getintouch[@]broadstoneltd.co.uk
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