Wealth Managment: private clients investments & pensions

Pension income is likely to form your major source of income in retirement, which means that more and more people are recognising the importance of pension planning.

When you’re planning your pension you need to think about some big issues: the standard of living you’d like to enjoy in retirement, for example, and the income you would need to provide this.  

But do you know where to go for advice? How do your pensions fit in with your other financial plans? And are your other investments the right ones for you?

Our team is experienced in pension investments, which means that we are ideally placed to consider issues such as your current pension arrangements, what these are forecast to provide and the need to make additional contributions to give you the retirement income you would like. Then we will use our experience and knowledge of the pensions sector to identify schemes that meet your financial needs.

Alongside your pension, you may be interested in other investment opportunities, beyond the traditional options such as building societies and ISAs.

We have a team of qualified Independent Financial Advisers, who can advise you on a wide range of financial issues, including life assurance and other protection policies, collective investments and mortgages.

To find out more about how we can help you, please contact LRH Wealth Management in Halifax and Wakefield.