Many of us have the tendency to view retirement as a final hurdle; the ultimate financial goal. If you’ve already retired and left the world of work, you may have come to learn that this simply isn’t the case.

You might have come to the realisation that your retirement income isn’t sufficient for the lifestyle you were hoping to enjoy once you’d finished work. Additionally, if you retired before Pension Freedoms came into force in 2014, you now have more options when it comes to how and when you access your pension.

There may be other specific financial issues that have arisen since you retired. You might only now be considering Inheritance Tax, which could affect your family and your assets in the event of your death. You might even be wondering if you’re being too cautious with your retirement income. You might be able to do and experience more with the money you have.

Once you’ve retired, even if you took financial advice beforehand, you need an ongoing strategy; an opportunity to adjust your financial arrangements. If you retired without taking advice, good news: it’s not too late to set things right and get financially organised.

We are Independent Financial Advisers with years of experience of working with people who have already retired. Here’s how we can help:

  • We’ll get to know you through a free, no-obligation discussion. Here we’ll discuss your needs, concerns and goals, so that we can best help you to achieve them.
  • We’ll analyse your financial situation alongside your goals. We can then establish any adjustments that will get you on the right path to achieving them.
  • We’ll recommend financial solutions and implement them on your behalf. We’ll take care of all the paperwork for you.
  • We’ll work with you on an ongoing basis to ensure your financial strategy is completely fit for purpose, no matter what changes life brings.


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    The Pension Planner
    Courtwood House
    Silver Street Head
    S1 2DD

    0800 0787 182


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