01275371900 sip@stewartinvestmentplanning.co.uk

Retirement Planning

There are various ways in which you can plan for your retirement and the use of pensions are financial tools whose purpose is the provision of money for when you have reached your desired lifestyle age, when you ideally are able to enjoy your typically hard-earned financial freedom.

We will help you to organise your financial arrangements to develop a comprehensive financial plan aimed at achieving your objectives. Your plan will incorporate clear statements to show your current and anticipated future cash flow. This is so important as on average, we are living longer and your hard earned money may need to stretch further than the last generation’s did. We therefore need to plan to avoid running out of money and to achieve and maintain your desired lifestyle, at your chosen lifestyle-retirement age.

When was the last time you had an in-depth and independent review of your retirement planning?

Do you KNOW how much of a pension you will get when you retire?

How much will your desired lifestyle cost and how long will your money last for in retirement?

Many people are surprised to find how low their expected pension is going to be, good financial planning should prevent surprises and shortfalls.

We can help you to review your retirement planning needs.

Contact us to find out more in an initial free one-hour introductory meeting.