Who we help

We work with people who are ready to start planning for retirement

Pyrford Financial Planning: Considering Retirement: ready to start planning for retirement

Clients typically engage with us when they are in their late 50s or early 60s and have a date in mind for retirement.

They have questions such as:

Can I afford to retire now?
How much can I spend in retirement?
Can I afford to gift to the children and/or grandchildren?
I have numerous pensions and investments. How do I optimise them to deliver a retirement income?

Many clients were previously D.I.Y. investors or were paying another financial adviser, but in both cases, they did not feel confident that they had a robust retirement plan in place.

We help people answer the key question:

"Have I got enough money to enable me to live the lifestyle I want in retirement without fear of running out of money?"

SEE OUR FULL PROCESS

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 button below:

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