This will include a review of your overall goals for your investments/retirement plans, what you need in order to achieve them, what you currently have and any shortfalls which need to be addressed.

We can also assess your existing investments and pension plans to ensure their ongoing competitiveness, both in terms of charging structures and investment returns. This is carried out by using independently audited assessment tools to ensure that you continue to remain invested in the most suitable place for you, in today’s changing market.

For a no obligation meeting to discuss your investments/retirement planning and the options available to you, please call Sam Henderson, Senior Partner, on 07710 520307 or email him at samh@hendersonstone.co.uk