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Pyrford Financial Planning

Retirement Planning for those looking to finish work within the next 10 years

Carefully crafted Retirement Planning and Independent Financial Advice helping you to:
 

  • Retire on your terms

  • Make the right investment decisions

  • Reduce taxes


 

Why Pyrford Financial Planning?

We help people:

Have the confidence to finish work, knowing that you have a robust retirement plan in place.

Have the confidence to finish work, knowing that they have a robust retirement plan in place.

Enjoy their desired retirement lifestyle without worrying about running out of money in later life.

Enjoy their desired retirement lifestyle without worrying about running out of money in later life.

Make the right investment and pension choices and reduce taxes.

Make the right investment and pension choices and reduce taxes.

We understand that:

  1. Planning for retirement on your own can seem daunting.

  2. Finding the right Financial Adviser to help you on your journey can be equally difficult.

At Pyrford Financial Planning, we specialise in retirement planning and provide Independent Financial Advice to help people navigate this key stage of life.

To find out more about our retirement planning process, you can:

  1. Download the first chapter of our book, 'Planning for Retirement: Your guide to financial freedom or alternatively, purchase from Amazon.

  2. Visit the Pyrford Financial Planning blog.

What we offer:

You will be working with a financial adviser that specialises in retirement planning and has worked with many people preparing for this key life transition.

Retirement Planning Specialists

You will be working with a financial adviser that specialises in retirement planning and has worked with many people preparing for this key life transition.

We only take on clients that are a good fit for our retirement planning service and also where we can add significant value to their situation.

Value Add

We only take on clients that are a good fit for our retirement planning service and also where we can add significant value to their situation.

Pyrford Financial Planning is big enough to minimise key person risk, yet small enough for each client to have a personalised service. 

Size

Pyrford Financial Planning is big enough to minimise key person risk, yet small enough for each client to have a personalised service. 

Our advisers hold the Certified Financial Planner™ designation, considered the global gold standard of financial planning.

Experience

Our advisers hold the Certified Financial Planner™ designation, considered the global gold standard of financial planning.

We are 100% director-owned, and no other firm has a vested interest in our business. We can therefore offer unbiased, Independent Financial Advice.

Truly Independent

We are 100% director-owned, and no other firm has a vested interest in our business. We can therefore offer unbiased, Independent Financial Advice.

We invest in ourselves and the business. We use market-leading retirement planning software to ensure you have the best outcomes.

Investment

We invest in ourselves and the business. We use market-leading retirement planning software to ensure you have the best outcomes.

How we do it:

We use a simple, tried and tested process for building and maintaining your financial plan throughout your retirement.

1.

Introductory Meeting

A 15-30 minute Zoom call that will give us both the chance to make sure your situation matches our expertise.

3.

Initial Retirement Planning

We work with you to create and implement your financial plan to help you achieve these goals.

2.

Discovery Meeting

We will spend time understanding more about you; how you got to where you are now and what your dreams, hopes and objectives are for the future.

4.

Ongoing Retirement Planning

Our ongoing retirement planning service ensures you remain on track to meet your objectives, making adjustments to your financial plan where required.

What our clients say:

"I wish I had found this service before – I think, like many people, I had kept my head in the sand and hoped that everything would work out alright, but now I feel much more confident that I’m on the right track, that what I want to do is achievable, and that my future is as secure as it can be in this era of uncertainty."

J.W. DAVIS - SURREY

"In the process of building the plan Noel identified several areas that should be addressed which increased our net income in the short term and in the long term would enable us to achieve our goals. These areas had been overlooked by a previous adviser.

We now feel reassured that we have a robust plan in place alongside a vision for our financial future."

MR. & MRS. H - SURREY

Schedule a meeting:

Our tried and tested retirement planning process is designed to give you clarity and peace of mind.

You can schedule a free introductory meeting using the link below:

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