Retirement Planning

Retirement on your own terms

As a retirement planning specialist, these are the questions I am most frequently asked:

  • How do I start planning for my retirement?
  • I’m approaching retirement – what are my options?
  • I have retired. What now?

Whatever your age and circumstances, it is never too early to start thinking about what will happen when you retire, and about what you would like to achieve in this often exciting and fulfilling stage of life. 

It could be that you are looking to provide additional comfort and stability for your family, or you’d like to retire early and realise a long-held dream, such as travelling the world.   If you have already retired, you may want to compare and review the income options now available to you.

Other opportunities could involve taking a more manageable route into retirement, such as in circumstances of ill-health, or trading in a hectic City role for flexible consultancy services.

My retirement planning services are knowledgeable, transparent, and completely bespoke to you.  They begin with a free, no obligation meeting, during which we will discuss your current circumstances, your finances, and most importantly of all, your future plans. 

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Arrange your meeting by getting in touch.