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Services > Retirement Planning
Retirement
  • What do you hope to do in retirement?
  • Where are the funds coming from?
  • Have you plans in place to provide income?

We can advise on both Stakeholder Plans and Personal Pensions whatever fits your needs. Both offer attractive tax breaks including tax relief on premiums at your highest tax rate and freedom from Inheritance tax on death.

In terms of costs the two are very similar; however the Personal Pension gives you a wider range of funds to choose from often including funds from a wide range of providers.

If any of the above areas are of concern to you please Contact Us for a free initial review.

Contact Financial Solutions on 028 3083 3779 or simply fill out or Enquiry Form and we will get back to you promptly.

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Financial Solutions is an appointed representative of Intrinsic Financial and Mortgage Planning Limited, which is authorised and regulated by the
Financial Services Authority.

Intrinsic Financial and Mortgage Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/)
under reference 440703 and 440718.
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