Retirement Planning

Retirement can be seen as a daunting time as it’s a period of such huge change and uncertainty. From a financial perspective, you may not be sure what your retirement will actually look like against a backdrop of changing pension rules and worrying headlines about shortfalls and difficult market conditions.

When planning for your financial future, it’s good to have clear choices and truly understand all possible options. When can I afford to retire? How long will my pension pot last? How am I taxed in retirement? There are so many factors to consider.

We aim to give you peace of mind and help you feel secure by comprehensively mapping out your retirement, making any necessary adjustments and reviewing it regularly.


About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

Latest News

Get in Touch

Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.