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ASSET MANAGEMENT

RETIREMENT PLANNING

Retirement Planning

When we are assessing a clients financial planning needs in relation to retirement planning we traditionally undertake a review of their existing pension provision and then assess what level of income is required at the point of retirement.

This starting point then allows to develop a long term strategy in relation to pension provision.

Whether you are looking to commence pension planning or whether you already have a significant pension fund that you would like specific pension and investment advice for we have the knowledge and experience to help you.

 

Please contact a member of the team for more
information or an initial assessment

on 01242 530999

or by email: info@montpellierasset.com

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TAKING CARE OF YOUR RETIREMENT

Whether you are looking to commence pension planning or already have a significant pension fund that you would like specific pension and investment advice for we have the knowledge and experience to help you.