Retirement Planning
Prepare now for your future
How do you see your retirement? Foreign travel and fine dining, or simply the freedom to enjoy time with family and friends, without worrying about money? Maybe a bit of both?
Whatever your vision, getting clear, impartial advice now will help you make the best decisions for your future.
Whichever your stage of life
The sooner you start to think about pensions, the more your fund has time to grow, but it’s never too late to save for your future. As you approach retirement, other questions arise around accessing your pension savings and ensuring they can support you for life. At this stage, obtaining clear professional advice is crucial.
Many people put off pension discussions, confused by the jargon and multitude of options, but there’s no need. Campbell & McConnachie can take a complex situation and make it seem simple. First, we listen, then we explain your options and answer your questions, providing the solutions you need to prepare for the future you want.
The value of investments may fall as well as rise, you may not get back what you put in.
Our services:
Wealth management
Our highest level of service. Complete financial planning and investment management solutions for your whole financial life.
Savings & investments
Make the most of your money. Our advisers will carefully explain the best options for your savings.
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Retirement planning
Prepare to enjoy the life you’ve worked towards with pensions and advice tailored for your stage of life.
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Mortgage advice
Save time and money with experts who’ll cut through the jargon and get you the right mortgage for your situation.
Personal insurance
Ensure you and your loved ones will be protected against the financial impact of unforeseen situations.
Business finance
Invest in your people and secure your business with corporate pensions, key person insurance and other protection products.
Take the next step
The best time to take the next step to secure your financial future is right now.
We’re here for you!
Campbell & McConnachie Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 789217 http://www.fca.org.uk/