Achieve
the retirement
you dream of
Whether your retirement is many years away, or within touching distance, retirement planning is important. Our financial advisers are here to help.
Retirement Finance Planning
It’s unlikely you will be excited by a pension, but it’s probable you will greatly appreciate one when retirement is nearing. Having the available funds in later life to do all the things you’ve planned, or simply to provide peace of mind you’re not going to outlive your savings, is normally the result of sensible planning.
At Cooper Associates Wealth Management we do find pensions exciting. This is due to their extraordinary ability to help people like you build and preserve wealth. Now, more than ever, a variety of retirement planning options are available.
If you haven’t reviewed your retirement plans for a few years, now is an ideal time to do so. Whether you have a company pension plan, a defined benefit pension, a defined contribution pension or an individual pension scheme, we are here to provide pension advice to you. Our Financial Consultants understand the intricacies of taxation and keep abreast of legislation changes. They are hugely experienced having helped thousands of clients plan for their retirement income.
Speak to an expertOur Locations
Taunton (Head Office)
T. 01823 273 88040 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR
Exeter
T. 01392 345 544Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG
Plymouth
T. 01752 746 8484th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP