Retirement Planning

Let our expert adviser provide specialist advice on your retirement options

Our comprehensive retirement planning process is designed to help us understand more about your retirement goals so that we can help you generate the income needed to fund them. Our expert adviser can provide specialist advice on your retirement options, outlining the most appropriate solution that meets your specific retirement needs.

As with Investments, Sage Independent offers an initial free consultation. Following this, we produce a retirement strategy for your consideration. Once we have agreed how we can help you achieve your retirement goals, we will outline any fees payable to provide the advice and manage your portfolio.

Sometimes retirement planning can be made better by releasing the equity from your home and this is also an area where we can provide advice.

For retirement planning in Weston-Super-Mare, Bristol and Bridgwater, call us on 01934 647 888

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