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Green Mountains

Retirement Planning

Retirement Planning:  Your retirement should be a time of relaxation and enjoyment. We specialise in pension advice and planning, helping you maximise your retirement income and create a comfortable nest egg for your best years.

Image by Scott Webb

Pension Review and consolidation

Review your existing pension to ensure they meet your needs. Review your options and put in place strategies to meet your goals. Drawdown, Annuities, Consolidation of plans. 

Image by Jazmin Quaynor

Cashflow Forecast

We use sophisticated forecasting tools to ensure you meet your goals and don't run out of money.

Image by Sarah Dorweiler

Investment Management

Making sure your investments are set up to meet your goals is key to a successful retirement. We independently review and manage investments for our clients, keeping them on the right path. 

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