Consolidate

You are now in that critical stage when you are starting to think about what you are going to do when you retire.

You are not there yet but have savings that you want to put to work as tax efficiently as possible.

The plan now is how do you reduce investment risk as you approach retirement yet still make money?

Mistakes now could be costly without the time to put right so you need excellent, individually tailored investment advice.

Call us on 0141 420 2033 to find out how we can help, with no obligation. Or complete the call back form and we’ll call you.

Find out more about:

Pre-retirement planning 

Drawdown and annuities 

Investing with capital guarantees

Investing tax efficiently

“Transitioning to Intelligent Capital made for a very refreshing change. My advisor speaks a language I actually understand, so I no longer feel bewildered by the options.

I receive regular correspondence and know that I can contact my advisor at any time for a personal discussion.”

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We find the best way to communicate is by speaking to prospective clients but we take your privacy seriously, so if once we have spoken you don’t wish to take matters further, we pledge to delete your contact details.
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