Retirement Planning

Planning for a secure and comfortable retirement.
Our advisers guide you through every stage of retirement planning, helping you understand how much you need, when you can retire, and how to structure your assets efficiently to support expenditure throughout.

 

retirement planning

We help clients

  • Define their retirement and lifestyle objectives.
  • Assess existing pensions and savings.
  • Structure a tax-efficient income in retirement.
  • Navigate risks and investment decisions using broad-based, low-cost solutions.

Guide clients through the choices and flexibilities available at retirement, including:

  • Investment advice:
    Tailoring post-retirement investments to your goals.
  • Retirement options:
    Annuities, income drawdown, and alternative strategies.
  • Tax considerations:
    Maximising allowances and using pensions for wealth planning.
  • Equity release:
    Unlocking property cash while protecting inheritance.

Benefit to you

Peace of mind knowing their retirement strategy is comprehensive, personalised, and evidence-based.

Q: I’m not sure I’ve saved enough for retirement—can you help?

Yes. We’ll clarify your retirement goals, review your pensions and savings, and build a tax-efficient income plan using tools like drawdown, annuities, or equity release.

Meet our Retirement Advisers

Gary Nash

Chartered Financial Planner

Jack Jennings

Independent Financial Adviser

Nicholas Sanders

Independent Financial Adviser

How Else Can We Help You?

Taxation Planning

Efficient, compliant tax strategies to protect your wealth.

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Business Planning

Smart financial guidance for business owners and executives.

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Investment Advice

Evidence-based portfolios designed for long-term growth.

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Protection Advice

Protect what matters—family, business, and legacy.

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YourPath

Tailored Planning at Key Life Moments

Financial priorities evolve. YourPath is our structured roadmap for transitions like retirement, inheritance, tax changes, and beyond. It connects your situation with the right strategies and services.

Discover your path

Ready to Take the Next Step?

Speak with a Independent Financial Planner who listens, explains, and acts on your behalf.

020 4524 7600

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