Retirement planning

Planning for retirement is important whether you’re just about to retire or if it’s a long way off. We can help you to ensure you will save enough to fund your retirement and to plan how you spend those funds when you do retire.
What to consider for your retirement:

• What annual income would you like to live off during retirement?
• How long will your savings last on that income?
• Will you be able to afford holidays, hobbies, a sea change or other activities you would like to do in your retirement?
• Are you on track to save enough to afford the lifestyle you have in mind?

We can help to answer all these questions and set up a plan for you. You can have peace of mind knowing you’ll be looked after in retirement.