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.