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Retirement Planning

When it’s time to slow down and enjoy your retirement, having the right funds in place makes all the difference. Our retirement planning service ensures you have the financial security to enjoy your retirement stress free.

The last thing you want to worry about when you’re nearing retirement is money. You’ve spent most of your life earning it, now it’s your time to enjoy it.

Unfortunately, not a lot of retirees have as much income as they’d like, but luckily many of these situations can be avoided. This is where we come in!

Our retirement planning service is a simple approach that delivers you what you need from your money. This is how we go about it:

This is how we work

If our process sounds good to you, give us a call on 01204 – 663904 or fill out the contact form so we can start your financial journey with us.

Get in touch today!

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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