Retirement planning

Planning for a rewarding retirement

Designing A retirement strategy

Envisioning a fulfilling retirement, filled with travel, hobbies, an active social life, and the joy of treating loved ones, is a common aspiration. However, funding this lifestyle, especially considering retirement can span 30 to 40 years, requires early and strategic planning. Whether retirement is just around the corner or years away, early planning is essential to allow your finances the necessary time to grow.

At Fitch & Fitch, we work with JLM Wealth who are independent financial advisers that pride themselves on providing professional and friendly advice. Pension planning is far more complex than many people realise, with constant changes to rules and regulations. JLM Wealth aim is to work closely with clients during their working life to prepare them for their retirement years and also advise them on the best course of action when it comes to taking an income during retirement.

JLM Wealth expertise covers a wide range of pensions, including stakeholder, personal pensions, Self-Invested Personal Pensions (SIPPs), group personal pensions, company pension schemes, and Small Self-Administered Schemes (SSAS). Whether you require a detailed retirement plan, a review of your existing pension arrangements, JLM Wealth are there to assist you.

The value of investments may fall as well as rise and you may not get back the full amount invested. Past performance should not be taken as an indicator of future performance.

Initial consultation is complimentary. If you then chose to take finance advice, you will always be provided with an estimate of costs in advance.

JLM Wealth is a trading style of JLM Network Wealth Ltd, which is an Appointed Representative of Nott Pybus & Associates Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No. 991615 and 147535.

Need Assistance?

Fitch & Fitch work closely with JLM Wealth in providing wealth services to our clients. Whether you would like to make an enquiry or simply have a question about JLM Wealth services, we’re on hand to help.