Retirement Planning

Many clients approaching retirement can be overwhelmed with the pension choices and fiscal limits. The fact is retirement planning can be complicated by the range of options available such as:

Annuities
Unsecured Pensions
SIPPS
Tax Free Cash options
Equity Release

We are specialists in guiding clients in their retirement options and completing much of the timeconsuming paperwork

Some key factors to consider are:

Need for cash.
How much income do you require.
What effect will inflation have.
Do you need flexibility.
Death benefits required for a spouse.

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Equity Release includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

Your property may be repossessed if you do not keep up repayments on your mortgage.

In most cases we take a commission from the lender when arranging a mortgage. There may be a charge for mortgage advice. The precise amount will depend on your circumstances and size of loan. We will provide written details on request.

MJM Financial Services Limited is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk/register/) under reference 229004.

For advice on any of the above, Contact Us now.

Contact

MJM Financial Services Ltd
14 South Street
Manningtree
Essex
CO11 1BB

Tel - 01206 392255
Fax - 01206 390316

EMAIL
info@mjmfs.com


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