Approaching retirement

Helping you decide when and how to retire

For many people in their 50s and 60s, a big concern is how they will fund their retirement. We work with people from all walks of life who have built up their pension ‘pot’ and want to know if it will provide them with the retirement they want!

We are also supporting much younger people who want to start their retirement planning a little earlier in life, they may be contributing to a work place pension scheme or not really sure what they ‘should’ be contributing towards their retirement as it feels such a long way off.

That’s why we take the time to get to know what you want from your retirement. Then we put together a financial plan to help you to achieve it.

We can advise you on:

  • How much you need to be saving into your pension to reach your goals
  • The most appropriate investments for your pension
  • Other tax-efficient ways of putting money aside for retirement
  • Ways to ensure that your wealth, including your pensions, can be passed on

If you’re thinking about retirement, even if that is several years way, now is the best time to start planning for the retirement you want to enjoy, whilst still enjoying your life now.

Fancy a chat?

If you have a mortgage or financial enquiry or would like to learn more about financial planning, we’d be delighted to have a chat with you.