A retirement well planned
At Bridge Investments we take a pragmatic and strategic approach to retirement planning for our clients. We take time to understand client’s personal goals, aspirations and plans. Our Financial Planners work with you so that you can get your plans in place early. We take the time to review your existing pension plans and come up with a bespoke solution for you; developing a robust plan, taking into account your complete financial situation now and in the future.
Pension legislation is ever changing: at Bridge Investments we keep up to date with these changes and you can be confident that we will advise you on how any changes affect you personally. There are now more ways than ever to generate income from pension assets when you retire. From buying an annuity to taking a lump sum or making regular withdrawals while continuing to invest.
Our team can help guide you through the labyrinth of legislation and regulation, in addition to helping with tax efficiency and maximising the impact of your pension fund.
My advisor at Bridge Investments partners is knowledgeable, well informed and not afraid to tell me things I might not want to hear. We make investment calls jointly, which is important, but the decisions are still mine.
…in March 2010 I signed up with Bridge Investments Partners, and they have provided me with financial advice and services to my satisfaction. I can recommend the services of Bridge as financial advisers and as a company. They are friendly and easy to get along with.
Angus Kirk has acted as a Financial Advisor to myself and my wife for nearly 10 years. When the company for whom he worked was acquired by another company, I decided to stay with Angus as I had always found him to be a man of integrity. He commenced business on his own account but has retained the “personal touch” when dealing with our investment requirements and his associates and staff are also diligent and helpful when required. I would have no hesitation in recommending Angus to any potential future clients.
A true financial partner, I have absolutely no hesitation in recommending him to anyone seeking more effective wealth management. He has been of immense help to me, not only in organising my financial affairs more advantageously and obtaining better value in terms of investment costs, but in terms of his patience in explaining his recommendations. Angus Kirk is a rare find – a highly responsive financial adviser who identifies his clients’ needs intelligently and then explains his recommended strategies in a straightforward and totally transparent way.