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.

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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…

Retirement Planning Advice

We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.

Retirement Planning Advice

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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.

Retirement Planning Advice
Retirement Planning Advice

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.

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

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