Welcome
The Retirement Planning Partnership is a company of Independent Financial Advisers based in Romsey, Hampshire.
Although we are able to offer a comprehensive range of financial planning services to all age groups, our particular strength lies in acting for clients whose personal circumstances will benefit from our specialist knowledge and experience in pensions, investment and tax planning. Clients are likely to fall into one of three categories:
- THOSE PREPARING FOR RETIREMENT. Typically business owners of small to medium sized businesses planning for business succession and retirement, or senior executives in national or international companies.
- THOSE ALREADY IN RETIREMENT. Clients would typically be looking to obtain the income they need to support their chosen lifestyle in the most tax-efficient way using existing pension plans and investments. They may also be keen to reduce the eventual liability to Inheritance Tax on their estate when they finally die.
- THOSE WHO HAVE BEEN RECOMMENDED BY THEIR OTHER PROFESSIONAL ADVISERS. Much of our work is introduced through Solicitors and Accountants, in such areas as Trustee responsibilities and investments, Matrimonial and Divorce cases and planning for Long Term Care.
We hope you will find our website clear and informative. However, it is not intended as a substitute for the ongoing personal service and trust which is the basis of the service that we aim to provide to all our clients.