Strategic Retirement
Services

Independent Financial Advice

Strategic Retirement Solutions aim to provide a service which has a comprehensive and logical approach with a commitment to quality.

We have designed our services specifically for individuals who value an ongoing relationship with a trusted adviser. We focus on our clients and their retirement aspirations and provide strategies to achieve this.

Objectives

Our objective is to build long-term working relationships with our clients.

We have specifically designed our strategies to provide you with high quality
independent financial advice throughout your lifetime.

Client Goals

In our experience, clients often have existing policies and arrangements which require restructuring and management.

We make a comprehensive and highly detailed assessment of our clients´

  • Plans
  • Retirement Needs
  • Aspirations

Comprehensive analysis allows us to provide a strategy to fulfil these objectives.

This is often achieved by removing the constraints of the existing arrangements and replacing them with the flexibility of a Self Invested Personal Pension (SIPP) and/or alternatives arrangements. The use of a SIPP will be dependent on the client’s knowledge, circumstances and objectives.

Retirement Planning

Retirement planning is a dynamic process. Clients´ goals may change over time due to changes in their circumstances, such as an inheritance, marriage or change of job status.

At Strategic Retirement Solutions we work with clients to revisit and revise their retirement strategy. We regularly review these changes so that clients stay on track with their short and long-term goals.

What We Do

Our service includes an ongoing annual review, however, if circumstances dictate, an interim review may be necessary.

This service includes the monitoring of portfolios and preparation of recommendations for changes if required.

In addition to your personal adviser you will have access to a dedicated contact at head office who you will be able to contact by telephone or email.

The FOS

The Financial Ombudsman Service is available to sort out individual complaints the clients and financial service businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.fininacial-ombudsman.org.uk

Bespoke Retirement Solutions

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