Pyrford Financial Planning

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

Carefully crafted retirement planning enabling you to live your desired lifestyle without fear of running out of money.

Why Pyrford Financial Planning?

Are you worried about:

Pyrford Financial Planning

Being able to retire when you want?

Pyrford Financial Planning

Running out of money in retirement?

Pyrford Financial Planning

Paying too much in taxes or making the wrong pension choices?

At Pyrford Financial Planning we know that planning for retirement on your own can be challenging and finding the right retirement planner to work with can seem daunting. That’s why we focused on retirement planning to help people navigate this key stage of life.

That's also why we focus on financial education through our book and our blog.

What we offer:

Pyrford Financial Planning

Value Add

We are not a volume business looking to take on as many clients as possible. We would rather we ensure that every client we take on is a good fit for our offering.

Pyrford Financial Planning

Size

Big enough to minimise key person risk, yet small enough for each client to be well looked after.

Pyrford Financial Planning

Thoroughness

All our work is reviewed by at least two pairs of eyes, minimising errors and helping you to achieve the best outcome.

Pyrford Financial Planning

Truly Independent

100% director-owned and no other firm has a vested interest in our business.

Retirement Planning Specialists.png

Retirement Planning Specialists

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

Pyrford Financial Planning

Investment

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

Pyrford Financial Planning

Experience

Between us we have over 100 years of experience in providing financial planning and advice.

How we do it:

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

1.

Discovery Meeting

We 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.

2.

The 3Ps

Next, our job is to look at where you would like to get to, a plan to get you there and how we're going to achieve that.

3.

Ongoing Service

Think of this like an MOT for your retirement plan. We meet with you regularly to make sure that your retirement plan is progressing as it should. 

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."

"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."

J.W. DAVIS - SURREY

MR. & MRS. H - SURREY

Book in a quick call:

Our tried and tested retirement planning process is designed to give you clarity and peace of mind. It all starts with a phone call.

You can book in a quick, free discovery call with Noel below:

Noel Watson