Financial Planning & Wealth Management - Pre & Post Retirement Planning Solutions
Industry
Finance / Banking / Insurance
About
As a Financial Adviser I specialise in helping people plan for their retirement and to manage their investments effectively once they retire.
Pension planning is one of the few ways that an individual or company can make retirement provisions in a tax efficient manner.
There have been over 20 charges to the legislation governing pensions since 1999 so getting expert advice will help ensure that your pension is structured to maximise the available reliefs.
Considerations for retirement planning include:
- Retirement Goal Setting
- Maximising Tax Relief
- Investment Strategy
- Post Retirement Options - Annuities or Approved Retirement Funds.
Des Wilson Financial Services specialises in Pr...
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