McLean & Melrose Wealth Management Ltd
Retirement Planning

We find the complexities we all face today in the area of pension provision, demand a full range of products to adequately service the increasing diversity of client needs.

We work to satisfy these needs.

This can range from holding managed insured funds, operating your own share portfolio, or purchasing and owning commercial property, all within your pension fund.

We have an extensive range of experience made available to use by specialist companies, each expert in their particular field including:

  • Corporate Pensions

  • Personal, Executive and Additional Pension Plans

  • Stakeholder Pensions

  • Self Invested Personal Pensions

  • Section 32 Policies

  • Income Drawdown

  • Annuity Purchase

  • Small Self Administered Schemes

  • Final Salary Pension Transfer Analysis

  • Money Purchase Pension Transfer Analysis

    • Self-invested pensions are becoming more and more popular, especially given the range of asset classes allowable as an investment from 2006. We work alongside a number of established and independent SIPP and SSAS trustees to provide this service on your behalf.