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
- Discovery: Reach out to us calling us on 01204-663904 or filling out the form. We then find a date and time that is mutually convenient for our first discovery meeting. This meeting is all about understanding your situation and what your goals are. We will also discuss the more technical things, such as remuneration, the scope of the work we will undertake and how we go about it.
- Fact Find: The next step is to dig further into your financial goals and motivations. We will ask you in depth questions about your situation and attitude towards risk. Once we know how you want your money to work for you, we are in the position to give you informed decisions.
- Research: When we have compiled all the necessary information, we look ahead to see what needs to be done to achieve your goals.
- Recommendations & Advice: We compile all information in a recommendation report. Together we go through the report, discuss the pros and cons, answer your questions, and can make changes to the report.
- Implementation: Once we’ve agreed on what needs to happen, we start the process of implementation. This is either, us doing the work and updating you, or you do this yourself with our help. Either way, we are there for you every step of the way.
- Monitoring: If we do the implementation for you, we will monitor what we’ve put in place, this way we can ensure your funds are still delivering what needs it to and make additional recommendation where required.
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...
“Phil was invaluable in helping me get on top of the complexity surrounding a big pension decision I needed to take. Helpful, efficient and reliable, he did what he said he’d do for which I am very grateful.”
...“Phil O’Connor has been our Financial Advisor, both personally and in business for some years.Phil’s knowledge and expertise has been invaluable to myself and my company and his advice is always timely.I have no hesitation in recommending him to anyone seeking advice on personal or business financial and investment matters.”
...“We have known Phil O’Connor for over 10 years as an independent financial advisor. We were initially introduced to him at Baker Tilly Financial Services Limited and were sufficiently impressed with his approach, advice and professionalism to follow him when he moved to HW Financial Services Limited in Manchester and...
“Without Phil’s timely advice I would be a much poorer man, and in the current climate, such advice is even more valuable.”
...“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...
“Without Phil’s timely advice I would be a much poorer man, and in the current climate, such advice is even more valuable.”
...“We would like to take this opportunity to thank you for all the support you gave to Mum, and to us as a family, over the last four years. The divorce was an extremely difficult time for Mum and I know she was so grateful to you and Linda for...
- How we can help
- Retirement Planning
