Retirement and Investment Planning

Creaseys can offer comprehensive Investment and Retirement planning through its relationship with carefully selected wealth management firms.

Amongst the services offered:

• Investment Planning

• Business Assurance

• Group Pension Schemes and Retirement Planning

Advising on:

• All aspects of Pension Planning for Companies their Employees (and the Self-Employed)

• Group Permanent Health Schemes - a key factor in good financial planning for either individuals or groups of employees

• Group Medical Care

• Individual Financial Counselling

Analysing and advising on:

• Creating an investment portfolio

• Pensions and Divorce - the implications for all parties

• Pension Transfers - whether it is appropriate and the various plans available

• Pre-Retirement and options at Retirement (including income drawdown) - in depth retirement planning including the various options available at the time

• Redundancy

• Corporate Services

• Bespoke Pensions Management (including SIPP's and SSAS) - arranging and advising on the various schemes available

• Pension Review System

• Advising on Technical and Investment aspects of Pensions (including changes in legislation)

• Advising on M.B.O's (management buyouts) pension and protection implications

Contact Tim Page, Richard Holme or Mark Howard for more information.