Retirement Planning

Comprehensive Planning

• We assess the impact of all of your assets and liabilities on your financial life as your circumstance change

• We will assist with the writing and planning of your Last Will & Testament.

• Our financial planning advice is “holistic” – i.e. we provide recommendations based upon an analysis of all of your assets, rather than advice being provided “piecemeal”.

Individual Pension Planning

• We help to select the appropriate type of pension plan for you as well as the underlying management of the pension assets.

• We assess the suitability of your pensions and we are fully qualified to undertake an assessment of any final salary pension benefits. However, transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

• We help you to maximise yours benefits as your approach retirement.

The value of pensions and investments can fall as well as rise. 

You may get back less than you invested.

The Financial Conduct Authority does not regulate on Will Writing and Estate Planning.

Will writing is not part of the Intrinsic offering and is offered in our own right.  Intrinsic Financial Services accept no responsibility for this aspect of our business.  Will writing is not regulated by the Financial Conduct Authority.