Jeff Boulton

Certified Financial Planner and creator of The Retirement Package.

You know how stressful it can be if you are nearing or at retirement. You have a wide range of complex financial issues to consider. These include assessing your retirement income and capital requirements and deciding how to arrange all your assets, whilst planning to pay as little as possible in income tax, capital
gains tax and inheritance tax.

This means that you are concerned about making the right decisions, as the options approaching and at retirement are very complex and it will be very important to you that you make the right choices at the right time. Knowing that some decisions once made will remain with you for the rest of your life just make it even more worrying. You may even be troubled as to whether you are aware of all the options that are available to you at retirement. When large sums of money are involved it makes it even more stressful. Also, there is all that paperwork to deal with...... 

Well, what we do best is provide a programme for those retiring to give them an easy way into their retirement and to make it a simple and rewarding experience.

Which means that we assess, recommend and arrange your finances in a way that is suitable for your retirement and we do it in a reliable, stress free and friendly way.

The result is a superbly successful transition into retirement with confidence that the right decisions have been made to provide for the best financial future, which will allow you to get on with enjoying your retirement with financial peace of mind.

* The Financial Services Authority does not regulate taxation advice.