At retirement

Plan for your ideal future

As you approach retirement, it can feel daunting trying to plan financially for the years ahead. We’re here to give you the support you need.

We specialise in helping people plan and pave the way for the future they want, so they look forward to their retirement knowing that their finances are in safe hands.

Here’s how we can help…

We’ll help you identify your goals for retirement, including the kind of lifestyle you’d like to have.

Cashflow planning allows us to demonstrate how far away you are from your goals, and how to bridge the gap.

We’ll review your pensions, savings and investments, ensuring they’re structured appropriately for your needs.

We’ll help create effective tax planning strategies to ensure you’re making the most of any allowances or reliefs.

We’ll put flexible policies in place designed to financially protect your loved ones should the unexpected happen.

Most of all, we aim to give you peace of mind that your retirement and your financial future is in safe hands.

The value of investments can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate taxation / trust advice.

Contact us

Get in touch today to set up an initial chat with a member of our team. Simply give us a call, email us or leave a message using our contact form.

email [email protected]

local_phone 01292 266430

Strathayr Financial Services LLP is a registered company in Scotland. Registration number: SO300013. Registered office: 18 Miller Road, Ayr, Ayrshire, KA7 2AY. Authorised and regulated by the Financial Conduct Authority (FCA). Reference number: 400531. Strathayr Financial Services is a Limited Liability Partnership.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123

http://www.financial-ombudsman.org.uk

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