
Back to the future: Are you prepared for retirement?
Imagine you have a time machine. Now you can travel into the future and see yourself in 10, 20 or even 30 years’ time. What
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.
We will start by reviewing your current pension arrangements and goals, and then give you choices appropriate to your needs. Our services include:
When it comes to pensions, taking professional advice today can make the world of difference tomorrow.
Whether you’re years away from retirement, or it’s just round the corner, we’re here to help.
Call us today on Oakham 01572 759759 to arrange an informal meeting – at a time and a place to suit you.
The value of a pension with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
Imagine you have a time machine. Now you can travel into the future and see yourself in 10, 20 or even 30 years’ time. What
With life expectancy increasing, you are probably looking forward to the prospect of a longer retirement. But a longer retirement means making your pension income
35 Market Place
Oakham
Rutland
LE15 6DT
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Smith Eliot Financial Management Ltd is registered in England and Wales, Number 6881752. Registered Office: Suite 18, Unit 16 A, Oakham Enterprise Park, Rutland, LE15 7TU