logo


Retirement Planning

Forward planning for your retirement is essential to ensure a decent quality of life once you stop working.

If you retire at age 60 you can expect to live for around 20 years.

With effective planning we will help provide you with a happy and comfortable retirement allowing you to do what you want without financial worries.

It is never too early or late to make suitable plans for your retirement. Apart from building up a pension fund over your working life it is also vital to have proper advice as to how best to take your benefits at retirement.

With the benefit of our vast experience, Stewart Financial Management Limited can not only help you build your pension fund with suitable investments but we can also advise you as to the most effective and suitable method of taking your eventual benefits when you choose to do so.

Suitable independent advice can in certain circumstances increase your eventual pension income by over 20% per year.

Stewart Financial Management will provide suitable independent advice on:

Pension Consolidation
Group Personal Pensions
Individual Personal Pensions
Self Invested Personal Pensions (SIPP)
Small Self Administered Schemes (SSAS)
Trustee Investment Plans (TIP)
Income Drawdown
Conventional Annuities
Impaired Life Annuities
Flexible Annuities