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Personal Life Planning

No matter where you are in life, Cairn are here to help you take the next step.

Working

You are likely to be successful in your career/business and thinking about protecting your lifestyle and family, as well as starting to consider options for your retirement.

  • Working
  • Retiring
  • Retired

You may need help to think through:

  • The financial implications of a death or a serious illness
  • The implication of being unable to work
  • The age you may want to retire at
  • How much income you might need to live a comfortable life in retirement
  • Understanding the amount of savings required to create the income you want or need
  • Reviewing existing retirement plans and identifying any savings gaps
  • Understanding the different options open to you regarding your retirement
  • Maximising your savings and taking full advantage of your tax allowances
  • Protecting or de-risking the investments you have built up
  • Maximising death benefits for you and your spouse, partner or family

If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.

  • Working
  • Retiring
  • Retired

Working

You are likely to be successful in your career/business and thinking about protecting your lifestyle and family, as well as starting to consider options for your retirement.

  • Working
  • Retiring
  • Retired

You may need help to think through:

  • The financial implications of a death or a serious illness
  • The implication of being unable to work
  • The age you may want to retire at
  • How much income you might need to live a comfortable life in retirement
  • Understanding the amount of savings required to create the income you want or need
  • Reviewing existing retirement plans and identifying any savings gaps
  • Understanding the different options open to you regarding your retirement
  • Maximising your savings and taking full advantage of your tax allowances
  • Protecting or de-risking the investments you have built up
  • Maximising death benefits for you and your spouse, partner or family

If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.

Contact us

Client Testimonials

“At all times, my experience with Cairn Independent has been professional and efficient. Queries and communication have been dealt with promptly by all members of the staff.”

Murray Thow, Edinburgh

Business Life Planning

Business Life Planning

Client Testimonials

“At all times, my experience with Cairn Independent has been professional and efficient. Queries and communication have been dealt with promptly by all members of the staff.”

Murray Thow, Edinburgh

Contact us

[email protected]

[email protected]

01592 641612

01592 641612

Terms and Conditions

Terms and Conditions

Client Login

Client Login

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