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McGarrie Vahey & Partners

Wealth Management

01625 522666
  • Homepage
  • About
    • Our Team
    • Our Partners
    • Terms of Use
    • Our Fees
  • Wealth Management
    • Inheritance
    • Generational
    • Divorce Matrimonial
    • Long Term Care
    • Personal Injury Trusts
  • Retirement Planning
    • Pension Accumulation
      • Self-Invested Personal Pensions (SIPPs)
      • Personal Pension
      • Small Self-Administered Scheme (SSAS)
    • Pension Income
      • Annuity
      • Drawdown
  • Protection
    • Relevant Life
    • Term Assurance
    • Whole of Life
    • Critical Illness
  • Contact
    • North West
    • London
01625 522666

McGarrie Vahey

  • Homepage
  • About
    • Our Team
    • Our Partners
    • Terms of Use
    • Our Fees
  • Wealth Management
    • Inheritance
    • Generational
    • Divorce Matrimonial
    • Long Term Care
    • Personal Injury Trusts
  • Retirement Planning
    • Pension Accumulation
      • Self-Invested Personal Pensions (SIPPs)
      • Personal Pension
      • Small Self-Administered Scheme (SSAS)
    • Pension Income
      • Annuity
      • Drawdown
  • Protection
    • Relevant Life
    • Term Assurance
    • Whole of Life
    • Critical Illness
  • Contact
    • North West
    • London
01625 522666

Retirement Options and Pensions Freedom

Retirement planning can be complex. Whether you’re saving for retirement or planning your post-retirement strategy, McGarrie Vahey & Partners can help.

By assessing your needs, personal circumstances and most importantly your objectives, an adviser can walk you through each stage of your retirement journey, helping you to make decisions that will maximise your savings, and thereby avoiding costly mistakes.

Tailored to your needs

Not one plan fits all, that’s why an adviser will take the time to assess your personal circumstances and understand your goals and objectives for retirement. With this in mind, we’ll deliver a retirement plan built around your specific needs.

We understand that life circumstances can change; an independent financial adviser will review and revise your retirement plan periodically so that you remain on track. Be it switching investment strategy or changing an investment wrapper, whatever changes are required our in-house experts, along with your adviser, will guide you through the process and handle the paperwork for you.

The best possible solutions

Saving may seem pretty simple, yet with so many options, it can start to feel like a minefield. From providers and wrappers, to assets and investment risk, there’s plenty to consider. A financial adviser can take away the hard work by using knowledge and expertise to find the best possible solution for you. Being independent means that McGarrie Vahey & Partners is able to search the whole of the market and is not restricted to certain products or providers, allowing us to create a retirement plan to meet your goals.

Calculating your pot

Although an important factor, your authorised pension plans are not the only investments that will see you through the various retirement phases. You may have other assets such as ISAs, shares, a second property and cash, or you could be the beneficiary of a trust. Seeking professional financial advice could help you to make the most of your assets, giving you an overview of your finances and in-turn a better idea of how much you can expect to receive at retirement, in comparison with your targets.

Contact our expert advisers today

Contact us

McGarrie Vahey & Partners

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate tax advice or trusts.
Please note that the value of an investment and the income from it could go down as well as up.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
McGarrie Vahey & Partners (Financial Planning) is the trading name of MVA Holdings Limited.

Company Registered in England No. 3722158.
Authorised and regulated by the Financial Conduct Authority No. 456836.

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