Retirement Planning Taunton

Are you confident that you have everything in order for your retirement? Is it best to invest your savings elsewhere due to low interest rates? Have you considered a Buy To Let investment, potentially increasing the return on your savings? How are your pensions and investments performing, do they meet your attitude to risk? We can help you navigate the financial planning maze, utilising our experience and independence.

Pension Investigation

You may have already started to invest into a pension with previous employers but have no idea on how much your funds are worth. Pension investigation will find out the current value for you.

Wills

Thinking about your Will and how you would like your estate to pass on death can be an uncomfortable thing to do, however it is a thoughtful and responsible way to spare your family

Equity Release

Few of us are lucky enough to have a final salary pension and annuity rates have diminished. Meanwhile we’re living longer and able to stay active into later life.
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