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Retirement planning to protect your wealth

From pensions to ISAs, income protection to inheritance tax, our experienced financial advisers will talk you through all aspects of retirement planning and help you identify the most tax-efficient way of saving for retirement and protecting your wealth, whatever your age, circumstance, requirements or goals. 

Specialist pension advice

Whether you’re looking to start a pension or approaching retirement, our specialist pension advisers can provide a clear picture of what your pension pot will look like, how much you need to save, and advise if any further provision is needed to achieve the lifestyle you want.

Whatever you need, we are here to help. Our expert, friendly team can advise on all aspects of pensions and retirement planning, including:

  • Personal pensions and SIPPs
  • Retirement analysis and forecasting (including pensions in divorce)
  • Company pensions
  • At-retirement planning: annuities and income drawdown
  • Comprehensive pension reviews

Get in touch

For a FREE initial consultation with one of our expert pension advisers in Nottingham, call the George Square Financial Management team on 0115 947 5545.

Get in touch

For further information on how George Square Financial Management can help you protect and build on your finances, please complete the enquiry form below.

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