Guidance with your retirement plan
We run a company so we understand the issues you face as business owners and can tailor our advice to manage your specific requirements.
Planning for retirement can be a complex process, potentially even more so if you are a business owner and therefore taking appropriate advice is imperative.
At Pilgrim Financial Planning, our knowledge of the investment opportunities including commercial property purchase through your pension plans, enables us to construct strategies that will allow you to achieve your financial ambitions.
Areas of interest might be:
- When can I retire?
- Can I afford to retire yet?
- How long will my money last?
- What happens to my business if I die?
We will work with you and your other advisers to help you take control of your pensions and incorporate them into your overall investment strategy, taking advantage of all available tax incentives available to both you and the company. We can then work together ensuring a coherent financial strategy that will enable you to maximise extraction of profit from your business.