5 years before you retire are the most important
As you approach retirement, it’s crucial to recognise that the last five years leading up to this milestone are perhaps the most
Independent financial advice for people in Kingswinford and the surrounding areas, giving you clarity, peace of mind and a secure path towards the retirement you deserve.
Our retirement planning service is designed to help you make the most of your retirement years, ensuring your finances are well-structured and future-ready.
Simplify your retirement savings by consolidating multiple pensions into one manageable plan, tailored to meet your future goals.
Ensure a stable income throughout retirement by managing your assets and planning for any unexpected expenses.
Maximise your pension pot with strategies that minimise tax impact on your retirement withdrawals.
Plan for the long term, ensuring your savings last as long as you do, taking into account inflation, health and lifestyle costs.
What do our client’s say…
As you approach retirement, it’s crucial to recognise that the last five years leading up to this milestone are perhaps the most
In the UK, the average life expectancy is currently 81 years old. However, the current retirement age is 66, and is set
26TH | MARCH | 2025 Economy The Office for Budget Responsibility (OBR) has halved the UK growth forecast for 2025 from 2% to 1%.
Whether you’re about to retire or are planning for retirement in 10 years time, we are here to help.