Retirement Planning

Look forward to your retirement, you've earned it.

Contact Us Today

Why Smith Eliot?

Retirement means different things to different people. But whatever kind of future you’re looking forward to, and regardless of your current stage of life, you need to plan now to make your retirement as comfortable as possible.

Our goal is to understand you.

We will start by reviewing your current pension arrangements and goals. Then, provide you with choices appropriate to your retirement objectives.

Our commitment to you

We aim to deliver our commitment by:

  • Face-to-face retirement advice
  • Information based around your goals
  • Removing the worry from portfolio management
  • Ensuring you understand the jargon

Our Services

Retirement Planning

Carefully chosen products and solutions to achieve the things that matter to you in your ideal timeframe.

Maximising Your Pension Fund

Making your pension go further, taking into account the latest legislation and tax regulations.

Near Retirement Advice

Helping you make the right choices about how to use your pension fund, including Drawdown and annuities.

Self-Invested Pension Plans (SIPPs)

Tax-efficient and flexible pension savings plans aligned with your long term financial goals and objectives.

Self-Employed

Specialist consultative advice on the need and importance of  contribute to an individual pension scheme.

We Can Help

When it comes to pensions, taking professional advice today can make the world of difference tomorrow.

Meet The Team

Smith Eliot has a talented team who provide a valuable service to our clients.

By finding out what our clients want from us we can deliver an individual service which really works.

Contact Us

If you would like us to contact you about your financial requirements, please complete your details below.

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