Retirement Planning

Many people’s concept of retirement planning is to set up a pension and then forget about it. Time goes by and they suddenly realise that provisions made many years ago are now inadequate. Our approach is to review clients’ provisions regularly, to ensure that there are no nasty surprises on retirement.

Retirement planning is a complex process, and retirement provisions can take many forms, of which a pension is just one. We have the expertise to define exactly the right strategy for you, by analysing how much you can afford to save and identifying where you can best invest to build a secure retirement fund that will enable you to maintain your lifestyle when you stop working.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Abraham Associates is a trading name of Louis Abraham, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Abraham Associates is not a business in its own right, it is part of Louis Abraham, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited. The Openwork Partnership is one of the UK’s largest Financial Advice networks, with over 4,500 advisers and in excess of 700 appointed representatives based throughout the UK.

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