Retirement Planning Advice

Retirement

Whether you’re close to retirement or still have some way to go, we’ll help you establish if you’re on track for the retirement you want. We’re only interested in supporting you to achieve your financial objectives, and we’ll never sell you a solution that you don’t genuinely need.

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Know when is the best time to retire.

Our retirement advisers can help you with:

  • Income Drawdown
  • Annuities
  • Defined Contribution Schemes
  • Defined Benefit Schemes
  • Pension Transfers
  • Self Invested Personal Pensions (SIPPs)

Planning for retirement

Many of us only retire once. The benefit of having a thorough review at this time is that you’ll gain the confidence of knowing that you got it right.

We’ll consider your personal situation and income needs and take account of factors such as whether you want to take any risk with your retirement income, whether you’ll need access to take lump sums and if you need to make provision for your partner or dependants in the event of your death.

We’ll look at all the alternatives, such as buying a guaranteed income for life (an annuity), drawing income from your pensions as and when it’s needed (income drawdown) or using other investment solutions.

When considering annuities, some people will just take the income offered by their existing pension provider. In some cases, by shopping around we can improve pension incomes.

Talk to one of our helpful experts today

Andy Tottman - Financial Planner & Director
Andy Tottman
01249 810050
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Sam Binstead - Chartered Financial Planner
Sam Binstead
01249 810050
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Rebecca Burchell - Financial Planner
Rebecca Burchell
01249 810050
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Simon Foreman - Financial Planner
Simon Foreman
01249 810050
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David Jones - Financial Planner
David Jones
01249 810050
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Alex Corbett - Financial Planner
Alex Corbett
01249 810050
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