Pension planning

Pension Planning

Retirement planning is a critical aspect of your financial journey, and we’re here to guide you every step of the way.

Our pension planning services empower you to make informed decisions about your retirement savings, ensuring you can retire comfortably and enjoy the fruits of your labour.

Pension planning at River Birch Newman

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Planning for retirement

Retirement planning is a critical aspect of your financial journey. 

River Birch Newman’s Pension Planning services empower you to make informed decisions about your retirement savings, ensuring a secure and comfortable retirement.

Retirement Income Planning

Create a sustainable income stream. We’ll help you determine how much you’ll need and develop a plan to make the most of your savings.

Long-Term Care Provisions

Address future needs. As we live longer, we’ll assist in planning for potential long-term care expenses.

Investment planning

Tax-Efficient Retirement

Minimise tax burdens. We explore tax-efficient options for your retirement savings.

Legacy Planning

Ensure your legacy. We help you develop a legacy plan to pass on your assets to future generations.

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.

Our values

01

Inclusivity

We are committed to inclusivity, ensuring that our services cater to the diverse needs of our clients. Financial advice should be accessible to everyone, and we make this a reality.

02

Clarity

We provide deep insights into your financial situation, offering you the clarity needed to take control of your financial life with precision and purpose.

River Birch Newman

03

Comprehensive approach

Our comprehensive approach takes into account your values, aspirations, and lifestyle, ensuring that your financial plan aligns perfectly with your unique life goals.

Start the conversation

Talk to us today and find out how River Birch Newman can help you towards financial empowerment and take control of your financial future.