RETIREMENT PLANNING

We want to help you get the Lifestyle you want.

Retirement Planning

  • When you get to Retirement, what will life look like for you?
  •   How many trips, holidays or weekends away do you want?
      What type of car do you want to drive?
      Where do you want to live?

    We can help you understand the plans you need to put in place to secure the lifestyle you want.


Whether you are a Company or an Individual, considering starting a pension or reviewing an existing one, two things you must bear in mind are Transparency and Understanding.


  • People think Pensions are complicated, they are not:
  • What makes pensions seem complicated, are the charging structures that most participants in the industry use. These multiple levels of charges make the investment process hard to understand.

  • At Finance Matters it is different:
  • When you use Finance Matters to arrange your new Pension Plan or switch/transfer your existing pension plan it is simple.
    Typically, there are no :

    • Bid/Offer spreads
    • Early encashment charges
    • Policy fees
    • Initial commissions
    • Initial charging units
  • There is one simple charge: the annual management fee.
  • This is typically 1% per annum. That includes our charge and the insurance company’s charge for managing your fund.

What could be easier to understand than that?!


Contact Us

For more information on how we can help you get the house of your dreams, contact Tony.
01 492 5516

Phone

01 4925516

Click to Call
Get in touch to discuss your financial future.