Guide on Retirement Planning Near Me


retirement planning near me

We Offer a Variety of Services, including:

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Retirement planning advice

– Investment guidance

– Pension analysis

– Estate planning assistance

Contact us today to get started!

Where Are You Based? What Are Your Office Hours?

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Our offices are located in South West London. We have evening and weekend appointments available. Please do give us a call to discuss further.

Do You Offer Face-to-face Consultations or Phone Consultations?

We offer both, however, we recommend face-to-face meetings for more in-depth consultations. The advice given is tailored specifically to your needs and our team will explain all the options available to you, ensuring that you understand exactly what we are suggesting for you.

What Criteria Do I Need to Meet Before Soliciting Your Services?

We pride ourselves on being able to work with people who come from different backgrounds and life stages. As long as you have a good understanding of your current financial situation, we can offer guidance on how to improve it.

What is The First Step in Creating A Retirement Plan?

The planning process begins with a consultation where our advisers will discuss your finances and recommend a pension strategy. We will then work together over an extended period to implement the financial plan.

Will I Need to Make Any Changes or Updates to My Pension?

It depends on your circumstances, but in most cases, you will not have to make any significant changes. However, certain jobs may require employees to be contracted out of their company’s scheme. Also, some new pension rules have been introduced, which may mean you should discuss the options available to you with your adviser.

I’m Still at Work. Can I Use Your Services?

We offer support for people who are retired as well. We can help people of all ages and stages make their finances work properly for them, regardless of whether they are working or not.

I’m over 50, can I still benefit from your services?

Absolutely! We will take your circumstances into account when making recommendations. For example, you may be able to take advantage of tax-efficient investments that are not available to younger clients. Also, by starting your plan early, it is easier to make the necessary changes and to ensure you get the most from your retirement pot.

What is a Pension?

We all need to think about what we will do once we retire, and a pension strategy can help you plan. A pension is essentially a set of investments that grow over time so you can use it in later life when your work income stops. You might also be able to withdraw some of the funds if you need extra cash in later life.

Pensions can be confusing and we will explain all your options and how they work, ensuring that you understand everything about your plan before committing.

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