Retirement Planning

Tax Efficiency and Smart Use of Pensions

Before retirement, access existing pension funds and free up capital for immediate use, within your tax free allowance

Annuities & Drawdowns

When the time comes to retire it is advisable to speak to us – we will analyse your circumstances, health status and tax position, look at the open market and get the best quotes possible. Maximise returns on existing holdings by utilising open market options.

Email us on info@sbfinancial.co.uk Call us on 01296 641 868Use our Contact Form