PRIVATE CLIENTS
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
Please contact Richard Holme for more information.
Creaseys