Retirement Planning

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Retirement is without doubt the most important point in anyone’s life. Having spent many years building up capital and wealth, when you retire you want to be in a position to enjoy that wealth and remain confident that the investments will continue to deliver a sustainable income. 

Having a long-term relationship between client and advisor means that discussions around the needs and strategies for retirement are long established. Focusing on what income and capital will be needed and starting long before retirement commences ensures strategies can be smoothly implemented when the time is right.

From an investment perspective, retirement is no longer a single event but an ongoing process. The new rules and flexibility allow us to plan with every single client the optimum use of their capital during their retirement and ensure that any residual capital is passed efficiently on to the rest of the family as opposed to an insurance company or any other institution.

Never has the saying “Fail to Plan; Plan to Fail” ever been truer than in the time you approach retirement in the modern world.

What Christian Douglass Group offers;

· Specialist pensions investments such as Commercial Property purchases

· Pension Accumulation

· Investment Planning and Strategies

· Tax efficient income drawdown

· Building pension planning into an intergenerational wealth management strategy