Retirement planning

Ashcourt Rowan Financial Planning Limited

Plan ahead, look forward

The quality of your future depends on making the right decisions about your finances now. With an Ashcourt Rowan adviser helping you make these plans, you can relax and really look forward to retirement. We can help you:

  • Make the right choices now, for the right income in the future – considering different ways of saving tax-efficiently for later life
  • Decide when and how to start taking retirement income – looking at the options available to you, perhaps postponing income until a more appropriate time
  • Consider open market options and enhance your annuity – looking at lifestyle factors that could be affecting your health, but affording you an opportunity to access more funds 
  • Take advantage of tax-free cash sums that could be available – understanding the benefits of accessing your pension fund in stages, rather than all at once

By examining your current arrangements in detail, we may be able to identify ways to improve your income in retirement – or consider alternative routes that would give you the lifestyle you are aiming for in later life. At Ashcourt Rowan, our focus is always on you and your future – the best possible financial future.

Malcolm Snook
We have been receiving advice from Malcolm Snook for a number of years and have always been happy with his prompt, honest and helpful advice. He takes our needs and changing circumstances seriously and gives a very personal and personable service. We would not hesitate to recommend him.

Roz Webb & Gavin Sexton

October 2011

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