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The Wow Company
(UK) Ltd

In Partnership
Financial Design Ltd

Worldwide Financial
Planning

RETIREMENT AND
INVESTMENT SOLUTIONS

Saga Financial
Planning

Independent Financial Advisor (IFA) in Droxford

RETIREMENT AND INVESTMENT SOLUTIONS

Address: The Rumpus, St Clairs Farm, Wickham Rd,
Droxford, SO32 3PW
Telephone: 01489 878300
Fax: 0808 2800579
E-mail: jackie@retirementis.co.uk
Visit our Web Site: www.retirementis.co.uk

Contact: Jackie Neil

General information

We are an Independent Financial Advisor (IFA) in Droxford, and a ll of our services and resources are aimed exclusively at the over 50�s who are approaching, at or in retirement.

This specialism means that we are able to provide a high quality and extremely focussed service for clients at the times when sound independent advice is vital � we passionately believe that everybody over the age of 50 should have the opportunity of a meeting with an independent financial adviser at least once.

We can assist with such issues as:

Tax efficient retirement planning.
Open Market Options and all forms of annuities
Flexible retirement income options such as Income Withdrawal and Phased Retirement
Investing for capital growth and/or income
Inheritance Tax and trust planning
Wealth management

Retirement and Investment Solutions is a trading name of Meon Valley Financial Planning Limited
Authorised and regulated by the Financial Services Authority

FSA Registered No. 185205

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