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Personal Financial Planning Retirement planning

Retirement planning

Start shaping the future you want by speaking to a financial planning expert.

Speak to an adviser 01603 967967

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.

The Alan Boswell Group Difference

Retirement planning

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.

You can read recent and unbiased reviews about our exceptional service on independent review site VouchedFor

Planning for your retirement

Fact finding

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.

Your lifestyle

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.

Regular review

Once we a 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.

Speak to our retirement planning advisers

Our expert advisers are here to help you understand your Retirement options and will make recommendations based your financial objectives.

Speak directly to our team
01603 967967
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