RETIREMENT PLANNING

We are currently living in a time where people are living longer and planning your retirement is more important than ever, to ensure in your later years you are able to live in comfort. It is never too early to start saving into a pension.

We believe saving for retirement is a vital part of financial planning. You can obtain a forecast for your state retirement benefits, by accessing the Gov.UK website.

After initially discussing your goals and needs we will look at your current arrangements, assess these, look at the arrangements available with your employer and then make recommendations to you. We will then provide you with a bespoke personal plan tailored to your needs. Diversification of assets in your portfolio is an important factor to manage the risk in volatile markets, and help provide you with a more consistent return. We will help you every step of the way now and for the future.

The value of your pensions and income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.

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If you would like further information please contact us, or click here to book your free initial consultation.

© Dolphin Financial Limited | Registered in England & Wales. Company no. 10713348 | Authorised and Regulated by the Financial Conduct Authority | Website By The Indie Design Co.

Business Update

Due to the ongoing Coronavirus (COVID 19) issue, we are currently working remotely or carrying out administration only within the office.

We are still carrying out business as usual and are contactable during the normal business hours of 9am-5pm.

All existing and future client appointments will be conducted either by Skype, over the phone or by email.

We ask for any letters/paperwork to be dropped into the letter box as the post will still be picked up daily by a member of the team.

If you have any questions or inquiries we are contactable by phone on 01928761001 or by email at caitlin@dolphinfinancialltd.co.uk

We apologise for any inconveniences.

 

Kind regards,

The Dolphin Financial Team

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