Retirement Planning

Retirement Planning


The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.


Planning for your retirement is possibly one of the most important steps that most people will ever do. The chances are, however, this usually is little more that a quick glance at an annual pension statement with out ever really understanding it and what it means to their future.

At Sovereign Wealth Management we believe it is never too early to target what you need for retirement and you shouldn’t fall into the trap of thinking its too late. Burying your head in the sand is not a viable option.

If you haven’t yet taken up a company pension plan, or made any other provision for your retirement then we will help you understand what you need and how you can get there.

If you do have a pension we can assist with a pensions review. We will help you answer critical questions like:

1) Is your pension giving you value for money?
2) Are you contributing enough to meet your target retirement benefit?
3) Are you investing in the right funds?
4) Should you be making additional provision?

If you would like to take advantage of a pension review please either call us on 01225 904670, or contact us using the online form.