We strongly believe in helping people, once our advisers understand your circumstances and priorities, they will offer their expert knowledge and a solution that suits you.
You will leave this consultation understanding how we can assist you, and any fees associated with our services.
Retirement planning is vital for those who wish to look forward to a comfortable retirement. Sadly, relying on the Government State pension will not give you enough funds to live off in your later years. By planning your retirement with Complete Financial Services, we can offer you piece of mind that you can retire when you want to, not when you need to because of financial burdens.
Our advisers will take time to understand what your current retirement plans are and if there are any shortfalls for your goals. We will explore the whole market of retirement options in the market before recommending the best solution for you.
Pension planning has never been so flexible due to the new pension rules that were stated in 2015. With your own individual retirement goals at the forefront of our planning, we will arrange an investment strategy that is suitable for you.
We use various tools to show how different strategies work for different objectives. We will identify your own Attitude to Risk to ensure that your money is protected by your own cautious or adventurous requirements to help target the goals you wish for your retirement.
At the time you wish to retire, the advisers at Complete Financial Services offer excellent advice to get the most from your retirement savings.
What to do about tax free cash? Do I purchase an annuity? What is an Annuity? What is flexible drawdown? What is the lifetime allowance?
We take a precise account of your circumstances to ensure that you get the most from your retirement savings and ensuring unwanted tax liabilities are kept to a minimum while you enjoy the time off you deserve following decades of working hard and saving.
Do not rely on the State Pension for retirement! Talk to one of our advisers to start planning for the retirement you want and deserve, so you can enjoy your later years without the stress of financial worries.
