Independent Financial Advisers.
Authorised and Regulated by the Financial Conduct Authority
Investments & Portfolio Management
Pensions & Retirement Planning
Review client's current and past pension arrangements.
Establish projected pension benefits.
Consider and advise on possible pension shortfall to meet clients future income needs.
Test current money purchase arrangement against maximum HMRC limits.
Check current contributions, investment funds, performance and risk and suitability.
Evaluation of your Asset Allocation within your pension and non pension arrangements to ensure they meet your objectives and risk profile.
Help and advise on how to generate your required income, by considering all options including: Annuities, Phased Pension, Capped or Flexible Draw-down, ISAs and any other potential income source.
Advice on the withdrawal of your Tax Free Cash Lump Sum from your pension fund.
Calculate your State Pension Age
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Glamis IFA is a trading name of Glamis Ltd. Glamis Ltd is Authorised and Regulated by the Financial Conduct Authority, FCA No. 125405.
Glamis Ltd registered in England, Company No. 1714688