We recognise that in retirement you still need to address the ‘5 big questions’:

“How do I continue to live well now whilst providing for the future?”

“How do I support those I care about?”

“How do I prepare for or deal with an unexpected change of circumstances?

“How do I leave a legacy?

“How do I look after those who cannot look after themselves and what if it is me that needs looking after?

Your personal retirement plan will need to recognise the changes that are occurring all the time; to you personally, within your family, as a result of economic and legislative developments, and with new financial products and services becoming available.

Having a professional review your pension plan, perhaps as a one-off exercise or through an ongoing service, adds significant value to your decision-making and ultimately, should enrich your retirement years.

We consider a number of factors when advising clients who are already in retirement, including identifying your ongoing income requirements, whether your attitude to risk has changed and your tax position, alongside the continuing focus on the five big questions noted above.

You may have lost touch with a financial planner or adviser, or you may simply want an independent review of your retirement pension investment funds. Either way, we offer an initial no obligation discussion to explore if a retirement income review would be of benefit to you.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Some scenarios we can help you with:

We have found that there are generally five big questions that people ask of themselves when thinking of appointing a professional financial planner...