Retirement Planning
Retirement planning may appear to be complex and putting plans in place may seem stressful, we are living longer and retiring earlier so spending more time in retirement. Our retirement funds need to last longer than they did for previous generations. Fortunately, there are far more retirement options available compared with a few decades ago. These options offer greater flexibility and choice on how to arrange your assets throughout retirement.These are some of the matters to be considered in your retirement planning:
Everyone’s plans for retirement are different, some may gradually reduce their working hours, start a new part time career, study for a qualification and others may embark on a new business venture.
No matter what your plans are, one thing is for sure – we all need financial security in later life.
We offer the opportunity to sit down and discuss your plans and needs with you on a face to face basis. We will put a plan in place to help you achieve your objectives, and we will continue to review that plan with you each year to make sure you stay on track for the retirement.
This is what one of our clients thought about our retirement planning service (more can be found in our testimonials section).
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Pension advice in a clear and understandable form given in a comfortable manner was provided by Jason of Cotswold Wealth Chartered Financial Planners. Even because of the lockdown I was kept informed throughout the process and was very pleased by the end result. I would highly recommend Cotswold Wea...
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
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