Retirement planning

Retirement planning

“Knowing he is there for advice any time I need it has been a huge support.”

Mr & Mrs R

Many of us worry about having enough income in retirement. Having a retirement plan in place will give you more confidence in your future financial security. 

Retirement income can come from pensions - both personal and company, investments, property assets or other savings vehicles. Our team will help you plan and structure your savings and investments and work with you to assess when you can retire based on your income needs. There are steps you can take to make sure you're saving in the most tax-efficient way for your retirement years. When you reach 55 or retirement age, an adviser will help you decide when and how to access your pension, taking into account your short, medium and longer term goals and needs. 

Having a qualified adviser on hand to talk you through your options and help you plan will give you peace of mind. Our team will assess your retirement income needs and goals and come up with a plan to help you achieve them. It's always better to start your retirement planning early in your working life, but whatever life stage you're at, a financial adviser can help.

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Our Advice Team Say

Plan ahead for your retirement and start saving early in your career. If you haven't, don't panic but talk to an adviser.

LIFT-Advice

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