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Retirement Planning

When you’ve finished working, you want to slow down. Which is a lot easier if you’ve got the funds to do it. Our retirement planning helps you to do just that.

When you’re nearing retirement, the last thing you want is to worry about money. After all, you’ve spent your whole life up to that point earning it, and retirement is your time to relax.

Unfortunately, lots of UK retirees don’t have as much income as they’d like, and tragically, in lots of cases, this sort of situation can be avoided.

Which is where we come in.; and bringing those together with your assets to create a rock solid, realistic plan that will deliver what you want it to.

We firmly believe that retirement should be a time where you can really enjoy yourself, and that’s why we work very hard to help our clients achieve what they need to ahead of their retirement.

Our retirement planning approach is very simple:

Sound good? The best next step is to have a chat and understand whether we’re a good fit, so give us a call on 01204 663904 or fill in the form on the right and we’ll be in touch.

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What Our Clients Say...

His fees are clear and the rationale underlying his advice was explained very well...

“I thought I understood the products I had/have and what best to do with them. I didn’t. Phil highlighted which had guaranteed annuity rates, which did not and mapped a strategy for maximizing the benefit from those in accord with my attitude to risk and overall retirement strategy. He reviewed my portfolio of savings and investments and some were repositioned; again in accord with my risk profile. His fees are clear and the rationale underlying his advice was explained very well. He challenged some of my long held views which was refreshing. I have since realigned some of those views.”

Robin Unsworth – Bolton