Pensions / Retirement

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.
For Beginners and Experts