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Retirement Planning

It's never too early - or too late - to start planning for retirement.

Pensions are tax efficient investment vehicles, and we regularly give retirement planning advice across a broad spectrum of clients. Glamorgan Financial can give expert advice both pre and post retirement, based on your goals.

We use a pension shortfall analysis tool to give you an accurate indication of what level of income you might expect to receive in retirement. We can review your existing pension arrangements to ensure they are still suitable to meet your retirement goals.

We advise our clients in the following areas:

Personal pension (including stakeholder)
Self Invested Personal Pensions (SIPPS)
Trustee Investment Plans
Pension fund withdrawal account (drawdown)
Pension shortfall analysis

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Planning Retirement