Post Retirement Planning

Individuals have greater access than ever before to their pension funds in retirement and our job is to help you make the right decisions with your money and plan for a happy, worry free retirement by providing sound pensions advice on your retirement planning.

Some of the most commonly asked questions, that we can help answer are:

o Will my savings, investments and pensions provide me with enough income?
o How should I utilise the assets I have accumulated to my advantage and will they last my lifetime?
o Should I still consider purchasing an annuity?
o Is Income Drawdown right for me?
o Can I provide for my spouse and what happens to my pension when I die?
o How much tax-free cash should I take?

Your retirement should be one of the most rewarding times of your life, when you have the time to achieve most of the things on your ‘wish list’ and we make it our job to understand all the things that are important to you, help review your assets and help you enjoy a worry free retirement.

It is important to ensure that you are fully informed, take the confusion away and explain the most suitable options for you, so that you can then make the right decisions.

The most important tool to demonstrate this, which proves to be the most popular part of our service, is using  our cash flow planning software, which brings all of these numbers to life and visually show you how things could look in the future.

With over 65% of our clients in retirement, we have extensive experience in this area of financial planning and are also one of the most qualified independent financial planning companies offering this type of advice.

Please contact us to arrange a no obligation initial meeting at our offices in Fetcham.

 We advise clients in Fetcham, Bookham, Leatherhead, Cobham and surrounding areas.

Fact Sheets

The following fact sheets are provided for information purposes only and provide a brief summary of the main areas that affect people close to retirement. Please click on the title to download the PDF.


 Income Drawdown 

 Retirement Checklist