Our specialist advice ensures that retirement plans, insurance and investments are flexible, tax efficient and cost effective.
We offer advice on
- Saving for retirement, including self-invested personal pensions (SIPPs) and qualifying registered overseas pension schemes (QROPS)
- At-retirement planning on the timing and form of benefits: annuities, capped and flexible drawdown
- General strategic personal financial planning, risk management of investments and pension funds
- Life, critical illness and income protection insurance to safeguard family and business interests
- Inheritance tax planning
Martin Reynard has over 20 years’ experience in advising clients on all aspects of personal financial planning, providing objective financial advice, tailor-made to individual needs. In particular, he is an acknowledged expert in the technically complex field of retirement planning for High Net Worth Individuals.