Planning for retirement

It’s usually when you’re in your fifties that thoughts turn to retirement. The key questions to ask yourself are: what do I want to do in retirement? and when can I afford to do it?

If you are at that age where you think you might be 10 or 15 years away from retirement, now is the time to start working out what to do with any surplus income you may have and the pensions you’ve accumulated. With timely planning, you may discover that you can afford to retire sooner than you think…

How we can help you

  • Identify the kind of retirement you want to have: do you want to travel the world or potter in the garden?
  • Pull together all your finances into a cashflow plan to show how your income and expenditure will change over your lifetime.
  • Create a plan which incorporates pension, investment, tax and insurance planning. This will be your roadmap to achieving the retirement you want to have, when you want it.