Post Retirement Planning

WDJ Financial Planning is able to provide advice from the whole market place on your post retirement planning.

Our lead adviser in this area was Money Management's pension planner of the year in 2001 and has extensive knowledge of the products and providers in this sector. 

Our post retirement clients are most concerned with the following issues:

  • Drawing income from a pension - annuities and income withdrawal

  • Managing their wealth

  • Passing assets on to their heirs

  • Planning for the financial risk of long term care

  • Inheritance Tax Planning

Come and talk to us for full information.