Retirement planning

Many people underestimate the amount of provision they need to make to enjoy a realistic level of income in retirement. Equally, it is important to regularly reassess your pension portfolio in the light of changes in the economy, your business and your personal and family circumstances.

Drinnan & Associates offers a tailored pension planning service based on your individual needs and ambitions, examining products from a broad range of providers.

Savings & Investment

Drinnan & Associates are pleased to be able to offer you advice and assistance across all aspects of your financial affairs, so that you can enjoy the reassurance of knowing your personal finances are arranged with the same professionalism you apply to your business.

We can help you develop a portfolio of investments which reflect your individual priorities, whether you are looking to invest for income or high growth potential, short, medium or long term. Equally, we would be pleased to help you reassess existing investments to ensure your money is working as hard as possible on your behalf.

With the contacts, experience and financial expertise at our disposal we can offer you a comprehensive and well-informed service which could make a significant difference to your future prospects.

Company Share Protection & Key Individual Cover

The long term viability of a business can often be dramatically undermined by the loss of key resources – be they human, tangible assets or intellectual property.

Drinnan & Associates service goes beyond sourcing the right Key Risks insurance policy. We will carefully assess your business in order to identifying areas in which risks are strongest and determine the appropriate level of cover.

Our aim is to provide cost-effective and reliable protection against some of the most threatening risks your business faces – giving you invaluable peace of mind.

Inheritance Tax Planning

All of us want to do the best we possibly can for our loved ones, which is why it makes sense to take steps to ensure that they enjoy the full benefit of anything which we are able to pass on to them.

Many people find that by making a few relatively possible alterations to financial arrangements it is possible to save a significant sum in taxation and effectively leave a much greater legacy to the people who matter most.