Retirement Planning

We take a much broader approach to retirement planning than just considering how much money you should be contributing into a pension scheme and how, when you come to retire, you should draw benefits. For many clients a more flexible approach is required which takes full account of all available sources of income and capital. Formal pension arrangements whether they be personal (stakeholder, SIPP etc.) or occupational (group personal pension, defined benefit or SSAS), are likely to play a part in this planning but are by no means the only route by which clients are able to build funds for a comfortable retirement.

Our retirement planning advice takes full account of individual client circumstances, risk profile, tax efficiency and family situation.

Key Contacts

Adrian Biles:
adrian.biles@culverholdings.com
Culver Financial Management
53, The London Fruit & Wool Exchange, Brushfield Street
London E1 6EU
Mobile: - +44 (0) 78 0224 2472
Telephone: - +44 (0) 20 7456 1353