Romania Financial Planning is a trading name of C A Lee - Licensed and regulated insurance broker authorised by the Instituto de Seguros de Portugal under Nº 309310621 for life and non-life insurance business and pension funds. With pasporting rights to operate in Romania under Freedom to Provide services. Click on the relevant regulator icon for more information

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For most of us our goal is a comfortable retirement, yet how many of us actually make a conscious effort to consider our retirement planning?

When it’s often deemed an issue that will affect us only in the distant future, it is easy to relegate the topic to the ‘back burner’ and spend our energies coping with our all-too-often frenetic working conditions, our families and fitting both into busy social lives.

Yet, providing for retirement is a major consideration and one we all need to take a long honest look at, because it affects not only ourselves, but our families too. Deciding when we can afford to take a step back, yet maintain a particular lifestyle, requires careful retirement planning.

Pension Plans

Pension Transfer

SIPPS (what are SIPPS ?)

QROPS (what are QROPS ?)

QNUPS (what are QNUPS ?)

nternational Private Pensions
For more information or to arrange a meeting with an adviser  please complete the form below.
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We can help with a range of pension products including: