Retirement Planning Birmingham

As specialists in retirement planning let us help you prepare and plan your retirement

Call 033 0133 3035

to talk to an adviser.

activity icons / retirement lifestyle banner

Retirement Planning Specialists in Birmingham.

We can advise you on:

Whether you’ve contributed to the same pension for 35 years, or you’ve a trail of pensions scattered all over. We’ll help you make sense of it all.

We’ll work with you to answer the questions keeping you awake at night, like:

Whatever the question, they usually all mean the same thing:

  • Do I have enough and will I always have enough?

Our friendly team are here to help you answer them all, and more.

Using our unique PLAN HAPPY process, we’ll help you understand your pension options and explain how to fund your future.

Get advice on accessing your pensions

The normal minimum pension access age is currently 55. However, some schemes have rules where you may be allowed to access the plan early. We can establish the facts for each type of pension you hold.

Occupational Pension Transfer advice

We hold the permission of the Financial Conduct Authority (FCA) to advise on Defined Benefit (Final Salary and Career Average) Pension Transfers. This is not a service that all Financial Advisers can offer.

It’s free to find out if we can help

Call  01642 42 45 73  or fill in the form below and we’ll call you back.

It’s free to find out if we can help you

Give us a call:

033 0133 3035

…or fill in the form towards the bottom of the page and we’ll call you back at the best time for you.

#1 For Retirement Planning in Birmingham

Regardless of how old you are today, you can be sure retirement will creep up on you faster than you ever imagined. If you are interested in planning your retirement out and you are based in the Durham area then today’s as good a day as any to start making sure your retirement’s what you want to be. Having saved your whole working life, your pension pot could be the single largest amount of money you will ever have, possibly worth even more than your home.   However, this money has to provide an income for the rest of your life and many people retiring now can expect to live in excess of 25 years. We offer retirement and pension advice in Birmingham and we’re ready to get started if you are.

Get your retirement questions answered

We’ve helped 1000s of clients retire earlier than they thought was possible!

By focusing on the important questions, we’ll help you answer things like:

  • Can I retire and still afford to do the things I enjoy?
  • Should I transfer my pension?
  • Do I have enough to retire?
  • Will I always have enough?
  • Can I make sure my family are looked after?

We’ll highlight your options and answer those all-important questions.

Essentially, it’s all about uncovering what keeps you awake at night and what your hopes are, then doing the money bit to work out how you get there.

What’s not to love about that?

Whatever your questions, we’re experts at helping you get the answers you’re looking for and may even answer some you’ve not thought of.

Take control of your financial future with help of your Birmingham retirement planners

Planning for retirement can be daunting. Thinking about how you’ll fund it and whether you can afford to do the things you want can be a worry.

But it doesn’t have to be.

With the PlanHappy lifestyle financial planning process, we’ll put everything together in clear plans to give you a sense of comfort and control.

What advice are you looking for?

Whatever you want to do in retirement, there’s a good chance we’ll be able to help you plan it.

So, whether you need:

  • Retirement Planning Advice
  • Pension Advice
  • Final Salary Pension Transfer Advice
  • Pension Drawdown
  • Investment and Savings Advice

We’ll highlight your options and answer those all-important questions.

Essentially, it’s all about uncovering what keeps you awake at night and what your hopes are, then doing the money bit to work out how you get there.

What’s not to love about that?

Welcome to Tees Valley Combined Authority

retired couple riding a bike

Talk To The Experts

Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • Retirement Planning BirminghamWhen you can afford to retire
  • Retirement Planning BirminghamHow much money you'll need in retirement
  • Retirement Planning BirminghamHow to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

Retirement Planning Birmingham

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"

Mr. W