Planning for retirement
By starting early, you’ll stay in control of your financial future and know where life is taking you.
Keeping your options open
Having questions as you plan ahead for your retirement years is completely normal. After all, it’s one of the biggest changes you’ll face in life. As you start to step back from your career and think about life after work, you want someone who will answer those questions.
Maybe you don’t want to give up your career entirely, or perhaps your plan is to travel and live life to the fullest. Everyone’s retirement is different, but my job is to help you get to where you want to be.
How I can help you
I will consider all aspects of your current financial position to help make life leading up to retirement as stress-free and as smooth as possible by helping answer that burning question: “How much is enough?”.
By looking at your pensions, I can advise on the tax-efficient benefits available, so you’re making the most of opportunities. I will always tell you the truth and let you know, realistically, when you can retire and the lifestyle you can expect during retirement. The sooner we formulate your lifestyle financial plan, the greater influence we will have on achieving your ideal lifestyle, both now and in the future.
The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
The Financial Conduct Authority does not regulate tax planning.