Pensions and Retirement
Retirement Planning to suit your needs
We can help you with pension planning
We have access to a range of pension products. Retirement planning is not restricted solely to pension products. Using a holistic approach to your finances, we are able to take into account other savings products, which may provide you with major benefits.
If you own, or are planning to own, your own company, you can reap the maximum benefits by taking into account your business premises.
Our advice will give you an overview of all the different options you have, and the best way to enjoy your retirement with peace of mind. We will also take into consideration your partner's requirements.
Retirement planning options
There are many options other than the traditional lump sum and annuity that can increase your income throughout your retirement. Our expert advice will give you an overview of all these options and the best way to enjoy your retirement. We will also consider your spouse or partner, taking into account their requirements for retirement.
Retirement plan reviews
A market dip may take place due to unforeseen market or societal activities. This market slump, prior to realising your benefits, can dramatically affect your retirement funds. We also look at your health and lifestyle. If you unfortunately have certain health issues, there is a potential for an increased level of income. This is why the closer you are to your retirement, the more important it is to review your retirement planning. You can rely on our Financial Planners to help you throughout your retirement planning and reviews.
Pension Calculator
At West Country Financial, we have a team of experienced and qualified mortgage brokers who can provide quality solutions to your needs. Based in Tavistock, we offer our services throughout the surrounding areas. Contact us today.
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details:
If you want to maximise your retirement income, you can rely on our professional financial advice.
Call West Country Financial in Tavistock on
01822 618 535
Send us your enquiries
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