Planning for a prosperous retirement

Are you effectively prepared for retirement? Make sure with support from The Insurance Partnership Financial Services.

For the vast majority of people, the state pension simply isn’t sufficient to provide the quality of life they want when they decide to retire.

Having the right pension plan in place will make a huge difference– but with so many options available, it can be difficult to know which way to turn.

There are now more schemes and funds available than ever before, and having the support of a professional financial adviser you can trust is one of the best ways to ensure that you make the right decisions.

Get a clear focus on your future, and ensure that you and your family have the resources required to enjoy life when you retire with expert pension advice from The Insurance Partnership Financial Services.

A clearer view on your pension

Are you effectively prepared for retirement? Make sure with support from The Insurance Partnership Financial Services.

For the vast majority of people, the state pension simply isn’t sufficient to provide the quality of life they want when they decide to retire.

Having the right pension plan in place will make a huge difference– but with so many options available, it can be difficult to know which way to turn.

There are now more schemes and funds available than ever before, and having the support of a professional financial adviser you can trust is one of the best ways to ensure that you make the right decisions.

Get a clear focus on your future, and ensure that you and your family have the resources required to enjoy life when you retire with expert pension advice from The Insurance Partnership Financial Services.

A pension is a long term investment the fund value may fluctuate and can go down. your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

To book your free, no obligation pension consultation with a friendly member of our expert team, please call 01482 217234, or complete a request for advice contact form today.

Case Study

A couple came to us after retiring early at 55. They were looking to establish a portfolio of assets and investments to maximise income for the early stages of retirement – until they could draw on the state pension.

Working with the couple to understand their current and future income needs, we created a pension plan designed to provide them with the best of both – extra income now, whilst increasing the capital value of investments for the future.

The results have been excellent, and our clients’ income has grown, along with the capital value of the assets they’ve invested in. This has allowed them to enjoy their retirement to the full, without having to worry about future financial stability.

“We find James at The Insurance Partnership to be honest, trustworthy and reliable – essential qualities in someone who is offering financial advice.”

John & Pat Challice

Find out more about how we work, and the benefits of choosing us

With so many financial advisers out there, it can be difficult to know where to turn. Find out more about The Insurance Partnership Financial Services, the way we work, and how we can help to ensure that you make the right decisions to secure a prosperous future.