Retirement Planning

The value of investments and pensions can fall as well as rise and you can get back less than you invested.

At Holbrook Wealth Management, we understand the importance of planning for your retirement.

We believe that excellent wealth management isn’t just about tax efficiency but is also about the personal circumstances of the investor (and their family).

We therefore believe it is important to take a dual focus approach to retirement planning - the initial investment stage (the forward planning involved when building up assets) and the latter disinvestment stage (the rearrangement of assets at retirement so that they provide maximum capital and income security later on in life).

Truly detailed future thinking for everyone’s horizons.