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Retirement Planning

Retirement is a chapter in our lives that we often dream about; a time to take a step back from the everyday stresses of working life and enjoy our new-found freedom exactly the way we want to. However, often the excitement of this next phase, is overshadowed with nagging questions and worries such as: How much savings do I need to retire? How long will my money last? Will I be financially stable enough to lead the lifestyle I want during my retirement?

With more flexibility and freedom than ever, we understand that preparing for your retirement can feel daunting, and that's why we offer expert advice across all areas of retirement planning. Our advisers can work with you to help understand how your existing wealth can be used to support your income in retirement, provide lumps sum for the special trip or simply provide you with security of income that will not run out, regardless of if it’s 5 years or 30 years.  ​We can also help you understand the implications of taxation on your pension income, how to ensure residual funds are passed to your loved ones, as well as help signpost you to other benefits and support if required.​In addition, our on-going service can help you keep your retirement on track and help you navigate the difficulties that life can throw at you, whatever they may be.

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