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Financial planning for retirement

It’s never too early to build the foundations for a happy retirement. By making a plan and reviewing existing pension arrangements now, your client could make a huge difference to their finances - and future.

Support your clients in planning the retirement they want

Whether they want to travel the world or invest in their loved ones, our independent Wealth Planners can help. They’re untied to any product or provider, including us, which means they’re able to give clear, unbiased guidance to better reach your clients long-term financial goals.

You and your client will receive advice on suitable retirement options, how to best structure pensions and make a retirement plan, and also how to make the most of tax allowances and savings. Together, we’ll set them up for a more comfortable later life.

How we can help

If your client would like support with planning for retirement, our range of services has everything they'd need to move towards a more fulfilling future.

Wealth planning

We can help your clients feel more confident in their future, as our experts bring clarity to their finances.

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Retirement planning

Helping your client to have confidence in their retirement plans with our specialist service.

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Investment management

Ensure your client's money is working as hard as it can with our investment management service.

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Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

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Common questions on retirement planning

The sooner you start planning for retirement, the more time you’ll have to check you’re on track, make adjustments, and potentially grow your savings. But, if you haven’t started yet, don’t worry. Our Wealth Planners work with people at all stages of their retirement journey. They’ll review your current circumstances and investments, and build a comprehensive plan to help maximise your retirement income.

Often, those with a high income can have slightly more complex financial needs. A Wealth Planner can help review your assets, retirement options, and the best way to drawdown and access your pension – depending on your personal circumstances, tax situation, and income. They’ll also look at ways to structure your investments for long-term growth, to increase the chances of achieving your desired lifestyle.

Everybody is different, depending on their lifestyle, circumstances and ambitions. A Wealth Planner can also use cash flow modelling to build a much more detailed projection. This will help you visualise your income and show how your money will last based on different factors, such as inflation, investment returns or certain life events. From there, we can spot any opportunities to optimise your income.

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.