Pensions / Retirement

At Melvin Financial Services we believe retirement planning is one of the most important parts of having a good financial plan.

Our Qualified Financial Advisers and CERTIFIED FINANCIAL PLANNER™ practitioner team specialise in pension planning (pre-retirement) and retirement planning (post-retirement). All our advisors have in depth knowledge and experience in advising self-employed, business owners, company directors and employees. Our experienced and professional advisors will work closely with all clients to create and tailor a retirement plan most suited to their objections. This plan will enable you to build wealth for your retirement in the most efficient way possible whilst reducing your tax liabilities.

Our expert and experienced advisers will work closely with you in the process of:

Setting your retirement goal
Maximising tax-relief in pension planning
Establish your risk profile
Effecting the most suitable investment strategy

Areas we hold specialised qualifications in:

Pension Planning (Pre-Retirement)

Personal Pensions
Personal Retirement Savings Accounts (PRSA)
Company Directors Pensions
Buy Out Bonds/Personal Retirement Bonds
Pension transfers from UK
Pension transfers from previous employer
Additional Voluntary Contributions (AVC) public/private
Small Self Administered Scheme (SSAS)
Deferred Company Pensions

Retirement Planning (Post-Retirement)

Tax-free lump sums
Approved Minimum Retirement Funds (AMRF)
Approved Retirement Funds (ARF)
Annuities

Financial Planning

Certified Financial Planner™

Our professionals will be on hand to continually assist you in reviewing your financial plan as you move through life and your financial needs and objectives change.

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