Retirement Planning

More than anything, we want to help make the years after stopping work among the best of your life. However, everyone finds fulfilment in different ways. As such, our Retirement Planning service focusses on understanding your personal goals and ambitions for later life and putting a plan in place to achieve them, by asking the right questions.

Questions we might ask you

What does retirement mean to you?
How do you want to live in retirement?
Could semi-retirement be right for you now?
What level of risk are you comfortable with?

Some of the ways we help find the answers:

  • Identify any shortfalls
  • Calculate how much you will need to save
  • Help you maximise pension tax relief
  • Utilise savings and investments to enhance your pension planning

Helping today to plan for tomorrow

With so much to think about while planning for an event that seems far away to many, it can be easy to feel overwhelmed. However, our team is on hand with expert guidance to help you reach your ultimate financial destination in time to make the most of your retirement when it finally arrives, which might even be sooner than you thought possible.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment depends on the individual circumstances of each client and may be subject to change in future.


Client Stories

Easing into Retirement

Joanne has spent most of her working life as a senior executive in a private sector bank. As she moves into her 60’s she wants to take a step back and free up more time for family and other things she is passionate about in her personal life, such as travel.

Read more

Speak to our team today