We provide specialist advice at all stages of life, taking into account overall financial circumstances and anticipated needs. We ensure that retirement plans, insurance and investments are flexible, tax-efficient and cost effective.
We offer advice on:
- Saving for retirement, including self-invest 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 well-researched independent 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.