At Robbinsdale Group, our wealth managers work with you to develop a well-thought-out retirement plan. This entails helping you set precise retirement goals, evaluating any existing pension plans you might have, and creating a tailored financial plan to achieve these goals within the time frame of your choice.

Your retirement plan combines specific phases in order to generate sizeable pension savings and allow you to draw benefits in a highly tax-efficient manner. To do this, we put together the greatest retirement vehicles available along with the optimum investment portfolio.

We’ll also ensure that you have full insight into your investment portfolio during both periods by presenting secure, up-to-date information clearly for you.

We would want to have a lasting relationship with you and meet with you periodically to assess the situation, ensure that things are still moving forward as planned, and make any required changes.