Retirement Planning

Reaching your retirement goals

Our independent advisers know, achieving your perfect retirement is no easy task. That’s why we’ll help you create a tailored retirement plan so you can rest assured that your retirement looks as you want it to.  Your retirement income needs will depend on the type of life you want after you stop working. Whatever your aspirations, through retirement planning we’ll help you make the most of your pension and other investments so you can enjoy the retirement you deserve.
Senior Couple Using Computer

Our financial advisers will be able to assist you with retirement planning in a number of ways:

  • Work out how much you will need for your ideal retirement.
  • Look at how you can maximise pension tax relief.
  • How you can utilise your savings and other investments to help boost your retirement pot.
  • Explain & plan your retirement income options – a pension isn’t always your only option.
  • Advise on pension consolidation so you know how much you have and where you have it. 
If you need help on any of the above points or have a query about another area of your retirement, speak to one of our trusted experts today.

Book A Call

The initial meeting is free of charge and one of our advisers can meet you in the comfort of your own home to discuss your retirement plans and answer any questions you may have. We also offer appointments through Microsoft teams.
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Risk Warning:

A pension is a long-term investment. The fund value may fluctuate and can go down, which would have an
impact on the level of pension benefits available. Pension income could also be affected by interest rates at
the time benefits are taken.
The tax treatment of pensions in general and tax implications of pension withdrawals will be based on
individual circumstances, tax legislation and regulation, which are subject to change in the future.

If you would like to know more book a free initial meeting with one of our advisers today
Book a date & time that suits you

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