Retirement Planning
Rossborough Financial offer a comprehensive retirement planning advice service.The service consists of product selection, annual reporting, tracking of fund performance and strategic advice on investment of funds.
Throughout your working life, we will provide recommendations, where appropriate, on portfolio construction for both the accumulation and preservation of your retirement fund.
On, and approaching retirement we will advise you on all of the options available to you to meet your financial needs including annuity purchase and drawdown. At all times throughout the process we will work with you to ensure that you achieve maximum accumulation of funds in your retirement plan in the most tax efficient way.
Rossborough Financial will also review and offer advice on any existing retirement plans that you have.
Rossborough Financial are regulated to provide advice on long term insurance and investment business by the Jersey Financial Services Commission, the Guernsey Financial Services Commission and for investment business by the Isle of Man Financial Supervision Commission.
