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Elder woman and her caretaker

PENSIONS & RETIREMENT PLANNING

We will work with you to help ensure that you have a comprehensive plan in place to finance your retirement.

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We will carry out a comprehensive review of your existing pension plans to ensure that they are still suitable for you.

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We will advise you on the best way to generate income from your pensions and investments when you choose to retire, minimising tax liabilities.

EXISTING PENSIONS

OPTIONS AT RETIREMENT

Couple at Home

Protocol Capital Management Ltd is registered in England and Wales at Wellfield House, Nut Bush Lane, Torquay, TQ2 6LE under company registration number 5048430.

Protocol Capital Management Ltd is authorised and regulated by the Financial Conduct Authority.

Registered office: Wellfield House, Nut Bush Lane, Torquay, TQ2 6LE.

FCA number 400263

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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. The Financial Conduct Authority does not regulate taxation advice. To visit the FCA website - money made clear please click here. To verify our status with the FCA click here and key our FCA number 400263. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.or

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