Retirement, Redundancy & Relocation Planning
During our lifetime most of us have to deal with the challenges of retirement, redundancy or relocation. Everyone can benefit from professional advice and guidance at what can be a traumatic time.
R3 Strategies is a comprehensive service for assessing and advising individuals and groups on the financial implications of retirement, redundancy and relocation.
R3 Strategies offers a coherent and well structured financial strategy which will be of key importance at times of significant change.
R3 Strategies has been established specifically for this purpose, and provides:
- Individual consultation to establish current financial situation and objectives
- A personalized and detailed report developing an individual strategy
- A full pension assessment, where appropriate
- Individual tax advice in conjunction with your existing adviser or an experienced professional to whom we can introduce you
- Investment strategies implemented where required
- A tailor made Retirement, Redundancy and Relocation Taxation and Investment Service.