Nigel meeting - 27.05.21.png

Retirement Planning

How to turn your pension into a retirement income

We put our clients at the heart of everything we do. That’s why the most important question we aim to answer is: what does retirement look like for me?

We will help you create your retirement goals and build a plan that enables you to turn your pension fund into a retirement income, with the aim of helping fulfil your retirement dreams.

Newcastle_

Our Retirement Planning process aims to:

LinkedIn Profile Pictures - 2021-05-18T2

Maximise your income in retirement

LinkedIn Profile Pictures - 2021-05-18T2

Protect you from future tax liabilites

LinkedIn Profile Pictures - 2021-05-18T2

Ensure you can retire when you desire

LinkedIn Profile Pictures - 2021-05-18T2

Provide an income when you require it

LinkedIn Profile Pictures - 2021-05-18T2

Maximise your investment returns 

Video Social Media Ideas (69).gif

We will assess all of your assets and retirement goals to build a plan for creating a future income that’s right for you.

we’ll assess all your assets and retirement goals to build a plan for creating a future income that’s right for you

Video Social Media Ideas (54).gif

We will ensure that our plans consider income, capital gains and inheritance taxes and that your income is structured to protect your assets from future tax threats.

LinkedIn Profile Pictures (7).gif

Rather than letting your retirement date be dictated by your finances, we do things the other way around. We’ll take your target retirement date and work out how best to structure your finances to support that goal.

Video Social Media Ideas (56).gif

We will structure the timing of your withdrawals so that you have the money you want when you want. We will ensure you have extra money early in your retirement when your lifestyle is more active and less when you’re no longer likely to be spending as much.

Stage 3

Investment Planning

We will create a bespoke plan to meet your needs and set you on the path to achieving your retirement goals.

Copy of Copy of Copy of Untitled (8).png

Let us help turn your retirement dreams into a reality

Important information


Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.

The value of your investment and any income from it could fall or rise, and you may not get ack the full amount you invest.


Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.