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Retirement Planning Advice

When it comes to retirement planning, pensions are only part of the story. By helping you clarify your goals, both now and in the future, we can help you prepare for life after work.

How we can help with your Retirement Planning

There’s more to retirement planning than just pensions. Retirement planning is about looking at how you live your life now, how you’d like to live your life in the future and how together we can achieve these goals.

Once we have done this we can then work out how much income you will need in retirement and what we need to do to generate that income.

We can advise you on the most appropriate types of investment opportunities, balancing the level of risk with the return on investment required. Our specialist retirement planning experts can also advise on transferring pensions and special situations such as sharing pensions on divorce.

You can also speak to us about Estate Planning.

In a nutshell

  • Help clarify your goals both now and in the future

  • Calculate the level of income needed in retirement

  • Offer advice on investments, from “normal” pension funds to special investments such as land or property

  • Balance the level of risk with the return on investment required

  • Review current pension arrangements and implement changes where appropriate

  • Advise on special situations such as sharing pensions on divorce

Clients we’ve helped with Retirement Planning Advice

  • rijk zwaan

    Rijk Zwaan

    Pocklington

    • Retirement Planning Advice
    • Auto-enrolment
  • annonymous male

    Mr D

    York

    • Retirement Planning Advice
  • annonymous female

    Mrs U

    York

    • Retirement Planning Advice
    • Estate Planning
  • annonymous male

    Mr M

    Wakefield

    • Retirement Planning Advice
    • Investments & Savings

Team members specialising in Retirement Planning Advice

  • MG 7852 copy

    Gary O’Brien

    Managing Director

    Specialisation:

    Chartered Financial Planner

  • MG 7902 copy

    Michael Oglesby

    Director

    Specialisation:

    Later-Life Financial Planning

  • MG 7617 copy

    Mark Fisher

    Director

    Specialisation:

    Commercial Financial Planning

  • ruth normaaan

    Ruth Norman

    Mortgage Consultant

    Specialisation:

    Mortgages and Family Protection