Our clients said...
“We have come to value the knowledge, expertise and diligence given in helping us to maximise the benefit of our varied financial resources. Always proactive in overseeing the management of our portfolio and always being available with help and advice. We would recommend to anyone seeking a reliable “hands on” service, combined with a very professional, but approachable and friendly manner.”
– Brian and Helen, Fortitude Clients.
Retirement
Using a range of tax wrappers and retirement products we make recommendations on both saving for retirement and at retirement solutions. Taking into consideration your specific lifestyle needs we aim to maximise tax efficiency and flexibility.
- Personal Pension
- Stakeholder Pension
- Self Invested Personal Pension (SIPP)
- Pension Transfers
- Drawdown
- Annuities
- Small Self Administered Scheme (SSAS)
- Group Pensions
- Workplace Pensions
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. Workplace Pensions are regulated by The Pensions Regulator.