• Specialists in Group Schemes

    Specialists in Group Schemes

  • Protect Your Family

    Protect Your Family

  • Plan for Your Retirement Today

    Plan for Your Retirement Today

  • Tailored Investments for Credit Unions

    Tailored Investments for Credit Unions

  • Free Financial Review

    Free Financial Review

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Retirement planning remains one of the few ways in which an individual or company can make retirement provisions in a tax efficient manner.

There are a myriad of rules and regulations governing pensions. Getting independent expert advice will help ensure that your retirement planning is structured to maximise the planning benefits that are available.

The key elements of retirement planning include:

  • Retirement Goal Setting
  • Getting Maximisation Tax- Relief
  • Developing an appropriate investment strategy
  • Post Retirement Options - Annuities or Approved Retirement Fund/ Approved Minimum Retirement Funds

Atlantic Financial Services specialise in Pre and Post Retirement planning for self-employed, business owners, senior executives and employees.

 

Latest From Our Blog

  • Buy Out Bonds Explained

    Who qualifies?

    A Buy Out Bond is a pension bond into which you can transfer your fund if you leave your company pension scheme.

What Our Clients Say About Us

testimonial"We approached Terry at Atlantic Financial Services about our company pension scheme a number of years ago and he provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received."

Our Company

We are a vibrant and innovative financial services company providing independent financial planning in respect of pensions, investments, mortgages, life assurance and group schemes.

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