Our Services (Private)
To continue to be a leading Financial Adviser in the 21st Century requires more than financial expertise and technical ability
Private Clients
Services from Barton Lyle Wealth
Tax Planning
Make the most of tax opportunities.
Investments
Building for the future.
Pensions and Retirement
Planning for retirement.
Protection
Looking after your family and their future.
Mortgages
Taking your first or next step made easy.
Get in touch
Making contact with Barton Lyle Wealth
Tel. (020) 7628 2089
Email. pollington@bartonlyle.com
Full contact details
Pensions and Retirement
Planning for retirement
Due to its importance and tax effectiveness, retirement planning is often one of the core strategies we devise for our clients.
Retirement has often been described as the “longest holiday of your life”, but many clients are failing to plan ahead for this well-earned vacation.
Relying on the Government to provide sufficient income is unlikely to be a successful strategy. Due to improvements in medical care and generally healthier lifestyles, clients are living longer.
Pension planning can be complex and advice is essential to ensure that your future aims can be met. A combination of pension and savings plans can be used to build a retirement fund and with careful planning and regular reviews, you can fulfill your financial goals and personal objectives.
If you would like to know more, get in touch.
A pension is a long term investment. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.
