Retirement Planning

“Our goal is to provide our clients with the tools to maintain a deserved standard of living in retirement.”

With people living longer, enjoying increasingly sophisticated lifestyles and in turn, having the need for a satisfactory level of income after they retire, the advice surrounding the decisions of how, when and why to invest in a pension are crucial.

Funding your pension is the most tax efficient form of savings that any of us will ever experience. At Meritus Wealth Management we believe in actively managing your pension fund, both before retirement and, in many cases, after retirement.

Your retirement fund has great scope from an investment point of view and we believe we can match an appropriate Pension Portfolio with each clients risk appetite. Setting expectations with our clients from the start is a vital part in our advice process. By frequently meeting with our clients, and by encouraging them to set financial targets, we can pass on our expertise in the investment markets to our clients, ensuring they are making the most of their retirement fund.

Retirement planning can be a difficult science at the technical level; however, it can be so straightforward conceptually! We endeavour to pass relatively straight forward concepts to our clients, while taking care of the technical side for them.