If you’re in your 50s or 60s, you’re likely to be thinking about retirement or planning to retire soon. Nevertheless, you’re bound to have questions and anxieties surrounding your financial situation and your ability to live the life you want after your working days are over.

You might have various pensions, savings and investments, but you’re not sure where they are, what they’re worth or whether they’ll see you through a happy and enjoyable retirement. On the other hand, you might have some awareness of what you have, but you may feel like this won’t be enough to meet your lifestyle needs.

The prospect of retirement can be daunting, but financial advice can help you plan for the new adventure that it’s supposed to be.

Here’s how we can help:

We get to know what kind of lifestyle you want in retirement. Whether that’s plans to travel or a new venture you’re hoping to pursue, your aspirations and objectives will be at the heart of any advice we give.

We’ll help you make sense of what you have in terms of pensions, savings and investments, dealing with all providers and explaining the options you have and the income these will provide for you in retirement.

We’ll investigate your State Pension, the bedrock of most people’s retirement income, to help you understand what it will give you, and when.

If you’re looking to retire early, we’ll show you whether that’s possible and the steps to take to get there.

If you don’t want to downsize but you’re looking to release more equity to enjoy life after work, we’ll help you understand whether Equity Release might be the suitable option for you.

If you’re looking to financially help your children or grandchildren, we’ll ensure you’re gifting suitable amounts which won’t put your own financial future in jeopardy.

If you have a large estate, we’ll show you how you can maximise the amount you leave to your loved ones and minimise the tax they will have to pay.

If you want to plan for retirement or finish work now, our independent financial advisers are here to help. Fill out the form below and someone will be in touch.

How can we help you?

Send an enquiry

  • This field is for validation purposes and should be left unchanged.