Are you thinking about retiring in the next 12 months?
Has your normal retirement age increased to 67/68?
Could you make additional payments to help you retire early?
You need to talk to us
- Advise you on how to maximise your pensions and save through the tax relief available*
- Discuss your lump sum choices
- Review your Additional Voluntary Contribution (AVC) options
- Discuss your Life Assurance and Critical Illness options to ensure that you and your loved ones are adequately covered
” I was apprehensive about my first ever Video call with my EIS Financial Adviser. I was pleasantly surprised with how easy it was from the initial e-mail asking me to click on the link to join the call a few minutes before the scheduled appointment. My adviser appeared on the screen and we were able to discuss my finances and look at documents he needed to share with me. I would recommend a Video call and will definitely use this service again.”Susan Baillie EIS Member
**The Financial Conduct Authority does not regulate tax advice.
*The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.
EIS Financial Services Limited / Registered in Scotland No. SC122216 / Authorised and regulated by the Financial Conduct Authority