At Retirement

Deciding on which way to go at retirement can be very daunting and a mistake at this important time may have to live with you the rest of your life. We work very closely with clients as they approach and enter retirement and can help navigate the very complex rules on pensions and investments to ensure you make the most of your retirement funds.

Heritage can advise on:

• Annuities
• Variable Annuities
• Short Term Annuities
• Income Drawdown
• Phased Retirement
• Third Way Products
  

Please contact us for an appointment, we’ll be happy to help.