Easby Gale & Phillipson

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

T: 01609 760960

F: 01609 761189

E: ifa@egandp.co.uk

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Retirement Planning

Retirement Planning

Whether you are thinking about starting a retirement plan, reviewing existing plans, or even considering drawing our benefits from existing schemes (company or private), with so many factors to consider, most people worry about retiring on less income than they would like.

It is vitally important to obtain the right financial planning advice for retirement as early as possible and although recent legislation introduced by the Government has greatly simplified pension regulation, it is still a very complex area. We can help you to consider and understand your options as you approach retirement and find suitable ways to draw your benefits.

How Easby Gale & Phillipson can help

As an established independent financial services company, we recognise that the pensions world never stands still. We are able to provide advice and guidance on all aspects of retirement planning and how it interacts with Government legislation, taxation, means-testing and state provision including the State Second Pension (S2P).

Our Independent Advisers can provide appropriate advice and analysis of your retirement needs, by:

  • Working with you to understand your retirement goals

  • Offering retirement solutions from the ‘whole of market' in all areas of planning for retirement in line with your objectives

  • Offering solutions from the ‘whole of market' for drawing retirement benefits and securing an income in retirement

  • Using our wide-ranging and specialist knowledge of retirement planning and annuity products and a variety of research tools to make sound recommendations

For advice please Contact Us now.

EASBY GALE & PHILLIPSON is the trading name of Easby Financial Management Ltd and Gale & Phillipson (Life & Pensions) Ltd which are authorised and regulated by the Financial Services Authority. The Financial Services Authority (FSA) regulates the financial services industry in the UK and their address is 25 The North Colonnade, Canary Wharf, London, E14 5HS. You can check this on the FSA’s Register by visiting the FSA’s website http://www.fsa.gov.uk/register/home.do FSA Number 195080 for Easby Financial Management Ltd and FSA Number 142752 for Gale & Phillipson (Life & Pensions) Ltd, or by contacting the FSA on 0845 606 1234.

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