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John Smith

Making a retirement plan that can help achieve your goals

Planning for retirement

  • Understanding your needs

    We’ll take the time to understand what you want to achieve for your retirement.

  • Creating a tailored plan unique to you

    Pensions are a great ways to save for later years, but Individual Savings Accounts, property and other savings and assets can be important too.

    We will look at all the options available to you when creating your retirement plan; including helping you choose between buying an annuity, taking a lump sum or making regular withdrawals while continuing to invest.

More on planning for retirement


Life in retirement

  • Re-evaluating your needs

    You have worked hard to build up your retirement fund – we’ll take the time to understand how exactly you’d like to enjoy it.

  • Ensuring your plan continues to work for you

    Continuing to invest? Providing for the next generation? Freedom to spend without worrying?

    Whatever your goals, we’ll create a personalised financial plan that allows you to have a happy and comfortable retirement.

More on life in retirement

Ongoing advice

We understand that circumstances change – that’s why we can regularly review your plan to ensure you remain on track.