The earlier you start thinking about the lifestyle you want to enjoy once you finish work, the earlier you can start taking steps to achieve it. Financial freedom is something we all want from retirement, but it requires consideration and planning many years before we reach retirement age. The earlier in life you start contributing to a pension, the longer the money will have to work for you. Once you reach retirement, there are many options available in terms of how you can access the money.
Whether you are about to start saving into a pension, or you are approaching retirement, we will help you find the best retirement solution.
Our experienced advisers will take the time to get to know you, getting a full picture of your current situation and your financial goals. We’ll explain your options clearly with no technical jargon, making sure we understand which solution suits you best and ensuring that you get the most from your retirement savings.
We’ll meet you at a time and place that’s convenient for you, and undertake a ‘fact finding’ exercise to get a full picture of your current situation and your financial objectives.
Our advisers take the time to get to know you and your plans for retirement, making sure we understand which option suits you the best and ensure that you get the most from your retirement.
Once we agree a solution we’ll put the plan in place. If you wish, we can continue to review your retirement plan on a regular basis.
Our expert advisers are here to help you understand your retirement options and will make recommendations based on your financial objectives.
Cashflow modelling: what is it, and how can it help you?
When planning for your long-term financial future, you should consider using cashflow modelling to help keep you on track to meet your goals.
Personal pensions: how to keep on top of your retirement savings.
If you’re putting money aside for your retirement, it’s important you know how much you’re likely to receive and how to adapt your savings habits to meet your goals.
The State Pension: how it works and how you qualify for it.
The rules around the State Pension change from time to time, so make sure you know what to expect when you retire and what options you have.