Retirement Planning

Whether you are nearing retirement and want to create a long-term income strategy, looking to take early retirement or wish to review your existing retirement plans, it is important to receive expert and professional advice.

How can we help?

Our financial advisers will help you consider your retirement planning options in detail, ensuring you understand the nature and significance of each retirement planning option. For many, this is a crucial stage of planning and obtaining the correct advice in this area will ensure the most comfortable lifestyle in retirement.

We will take the time to understand your personal aims and objectives for retirement and highlight the most appropriate tailored solution, taking into account your personal circumstances, value and structure of your exiting arrangements.

Long Term Care Planning

You can receive long term care in your own home, residential home or nursing home. Being able to pay for care in old age is becoming increasingly important, regardless of where you receive it.

Long term care solutions from MRIB Financial Services can provide the financial support you may need, if you have to pay for care assistance for yourself or a loved one.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. The value of your investments can go down as well as up and you may get back less than you paid in. 

If you would like to find out more about your retirement or long term care planning options, our advisers would be happy to help.

 

Areas Include

  • Maximising your Pension
  • Planning for retirement
  • Nearing retirement
  • Early retirement
  • Self-invested Pension Plan
  • Long term care planning

If you would like to find out more about your retirement or long term care planning options, our advisers would be happy to help.

 

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Contact an expert

For a no-obligation consultation with one of our Independent Financial Planners, please call 01494 455616