Professional independent financial advice with a country flavour

 

Home Investment Planning Retirement Planning Protection Mortgages Agricultural Services About us How we are paid Our terms of business Contact us

 

 

 

Retirement Planning

People are living longer and retiring earlier. As a result, the proportion of the total population who are retired from work is increasing and is a trend that will continue.


The State can no longer provide for us in our retirement and so it is now imperative that each individual makes his or her own provisions, either through an employer's scheme, their own business scheme, or a personal pension arrangement.

Pensions can be one of the best investment opportunities you will find. Your contributions can count against your income for tax purposes and the pension can also provide solutions to a number of other financial demands such as mortgage repayment or meeting targeted investment opportunities in the future.

There are, however, several ways of building your pension fund, depending on your individual working and financial circumstances. The choices are wide and making the right selection is crucial.

Similarly, your choices at retirement demand consideration, not least whether you wish to lock into a guaranteed annuity (for which we can source the most competitive provider), or opt to investigate more flexible options, such as Income Drawdown or Phased Retirement.

Talk to Moorbridge for unbiased, professional advice regarding your circumstances.
 

 

 

 

© Moorbridge Financial Services Limited

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Moorbridge Financial Services Limited is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.  

Moorbridge Financial Services Limited.  Registered in England and Wales no. 4924270.  

Registered office: Peacock Farm, Westhay, Glastonbury, Somerset, BA6 9TX

Neither Moorbridge Financial Services Limited nor The Whitechurch Network Ltd assume responsibility for the content or accuracy of the information contained within any linked site(s) accessible from this site.   

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.   

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

FSA Registration Number:190859