Helping you prepare for a fulfilling retirement
You’ve been working all your life. Now you are thinking about slowing down or stopping altogether. What next? It can be a scary thought, and one which you need to prepare for. Whether it’s in the next few years, or 10 years away, there’s no time like now to start thinking about it. Your thoughts are turning to how are you going to spend your time in retirement. The difficult question is how are you going to afford it? Most don’t even know what they have or what they could afford. Especially if you’ve moved around a few jobs, you might have several pensions in different places, doing different things and have different rules. It’s time to start planning for the next stage of your life.
How We Help
We will take time to get know you and what you imagine retirement to be like.
We will work with you to cost it out to see how much you need for your increased holidays or for the new hobby to keep you busy.
We will review all of your pensions and savings to see what you have, what they do and don’t allow. Then we will plan a strategy for drawing from these to meet your needs.
Whether that’s lump sums for big expenditure, or income for day to day living, we will agree a way forward. We will manage this for you, so you can get on with being retired and enjoying your new well-earned free time.
