Retirement Planning Advice
It’s your time to enjoy financial freedom.
Take control of your financial future with Retirement Planning
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.
Don’t take our word for it…
Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…
We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.
Get your retirement questions answered
You probably have a whole host of questions and might want to know things like:
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.
What’s right for you?
Retirement means something different to everyone. By helping you decide what lifestyle you want we can then work out how your finances can get you there.
Before you can work out what to do with your money, and whether flexibly drawing down funds when you need them or taking a guaranteed income for the rest of your life is best, you first need to decide what kind of retirement lifestyle is right for you.
Your neighbour might love the idea of skiing for three months every year, but you can’t think of anything worse.
What’s right for you is different to what’s right for others.
To work out how to plan your retirement, you first need to decide what lifestyle you want.
It all starts with a chat.
What’s the difference between defined benefit and defined contribution pensions?
The two types of pension in the UK are called ‘defined benefit’ and ‘defined contribution’. As you might be able
Pension Drawdown Pros and Cons – Is it A Good Idea?
The pros and cons of pension drawdown vary depending on your individual circumstances and retirement plans. If you want
Are You Emotionally Prepared To Retire?
It can be hard to know whether you’re emotionally ready to retire. Financial questions and concerns are usually the main
Can I retire at 55?
In the UK, you don’t need to wait until the state pension age to retire. You can generally access your
We asked 10 expert retirement bloggers their top tips for retirement
These are the top tips on how to retire early from leading retirement bloggers
Steve explains how we gave him the ‘confidence to retire’
Leaving a job after 18 years is never easy but our client Steve made it look like a breeze
Paul and Julie explain how we helped them retire a decade early
Find out how we helped Paul and Julie retire a decade early
Opening up about your finances is the first step to a happy retirement
Speaking to someone about your financial situtation is the best way to get you on the road to retirement
We’re Still Here
It’s fair to say that we’re living through unprecedented times and all have to do our bit to get through the Coronavirus pandemic.
We just wanted to issue a message that says we’re still here and not going anywhere, despite the current situation.
What Makes PlanHappy different?
Watch our CEO Neil Parker talk through the PlanHappy process and why it can help you achieve your retirement goals.
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:
- When you can afford to retire
- How much money you'll need in retirement
- How to make the most of your pensions and other assets to fund your lifestyle
4.9 out of 5 stars on VouchedFor
"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
