When you’ve worked hard all your life, achieving financial security is really important. It’s not just about having a comfortable retirement, but also providing for dependants and, hopefully, passing wealth on to children. So, how can you best achieve your goals?
Here at Milford & Dormor Financial Planning, we aim to give you pension advice that specifically meets your objectives – helping you accumulate pension savings, giving you options at retirement, meeting income requirements and preserving capital.
Needless to say, an effective investment strategy is critical in order to maximise the size of your pension while preserving capital over time. This is equally true for younger clients accumulating pensions as it is for older clients who choose to draw pension benefits through drawdown.
For an indication of how our Discretionary Portfolio Service and Advisory Investment deliver attractive returns for pension funds, please visit our Performance page.