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Pre Retirement Planning
 

As you are probably aware, most of us are living longer and this means a longer retirement to fund. Someone who retires at 60, may have to fund a retirement equivalent to their whole working life! 

 

Pensions remain a tax-efficient investment vehicle for use in retirement planning, but should only be a part of a wider overall retirement planning strategy.

 

As Financial Planners we work closely with you to form a retirement planning strategy and implement these plans using a range of financial solutions from the whole market place.

 

We have specific expertise about all types of pensions. if you would like to discuss your personal requirements, please contact us on 01935 813322.

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Fort Financial Planning Ltd | Bradford House
Bradford Road | Sherborne | Dorset | DT9 6BP
Tel: 01935 813322
 
Authorised and Regulated by the Financial Services Authority | Registered in England & Wales No: 05262921