Retirement Planning

Life is a journey and most of us are too busy enjoying today to think about tomorrow and the future. At JPM Financial Management Ltd we can point out the financial implications of not planning towards a comfortable retirement and help secure the future you hope for.

At retirement there are various options available to you and JPM Financial Management Ltd is on hand to provide Independent advice when it comes to choosing the most suitable option. We aim to secure you the level of retirement income that meets your needs and aspirations. We recently secured one of our clients an enhancement of approximately 60% due to searching the market for an appropriate enhanced annuity provider.

We can provide Independent advice in the following situations;

  • Wanting to set up a pension with regular premiums
  • Want to review your existing pension plan
  • Search for the most suitable annuity rate
  • Advice at retirement on whether to take a Drawdown or an annuity

Every individual is different and we take time to ensure every plan is tailored to the individuals needs and aspirations in retirement. Call us today for a free initial consultation.

Pensions are a long term commitment, investments can fall as well as rise therefore you may not get back what you put in. Pensions legislation can and does change from time to time.

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