Planning for your future

Professional guidance every step of the way

Creating your retirement plan

At Abacus Wealth Management, our qualified advisers are here to help you make the most out of your retirement. We adopt a holistic approach to financial planning and will help you choose the right pension, achieve your financial goals, and create a retirement plan that allows you to live the retirement you want to live.

Creating a retirement plan can be complicated and time consuming but it will be one of the most important decisions you make in your lifetime. Pension products can be complex and understanding them can be difficult.

There are many areas to navigate such as your personal and family situation, tax implications and ongoing changes to pension legislation. Abacus Wealth can help you build a bespoke retirement plan in line with your circumstances and requirements and assist you in achieving the retirement you would like to have, no matter what stage in your life you are at.

 

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1

Accumulation stage

We help you build up funds tax efficiently. In an ever-changing retirement landscape, choosing the right pension and investment is extremely important.

2

Investment Strategy

The investment strategy within your pension can make a huge difference when you retire. Having an investment strategy aligned with your objectives and attitude to risk can mean the difference between you living comfortably throughout your retirement and running out of money.

3

Decumulation stage

We assist you in creating the right balance between your lump sum and ongoing income requirements, taking into consideration the pensions you’ve built up and any other sources of retirement income you may have, such as State pensions or any previous occupational pensions.

We're here to help

Talk to any of our wealth managers regarding any questions you may have. We offer an initial meeting free of charge to discuss how we may be able to assist you and our costs for doing so.

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  • Martin Carey Abacus Wealth Management, Gibraltar
Abacus Wealth Management, Gibraltar

Registered in Gibraltar under company number 116376. Authorised and regulated by the Gibraltar Financial Services Commission for investment business and for life insurance and pensions business (permission number 24080)

Gibraltar Investor Compensation Scheme
Gibraltar Association of Compliance Officers
Gibraltar Federation of Small Businesses
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