Our guide will help you...

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Figure out the level of income that you’ll need in retirement.

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Evaluate the pension options available at retirement.

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Understand how investments could support your lifestyle.

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Identify ways to reduce your family’s Inheritance Tax liability.

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We help you plan ahead

At Henderson Loggie Financial Planning, our goal is to provide you with clear and concise advice, tailored to your specific needs, to help you achieve your financial objectives. 

Our personal approach means we get to know you, because it’s only by understanding the needs of you and your family that we’re able to help you make your retirement plans possible.

We created this guide to help people answer some of the most frequently asked questions they have when it comes to retirement. The guide is full of lots of helpful advice, it’s completely free and comes with no obligations attached.

We hope you find it useful as you approach your retirement!

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Henderson Loggie Financial Planning handled my retirement planning seamlessly, making sure I had all the information I required to make the right decisions at the right time.

Ms C MacInnes

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Their expertise is invaluable and they understand our financial objectives, whilst explaining all of our options clearly, in a patient manner and leaving the final decision to us.  

Iain E Finlayson