Client area

Planning for retirement

Before you know it, you can see yourself heading into retirement. That can mean a lot of different things to different people.

Long gone are the days of pipe and slippers.

As you consider how you move towards winding down your working life, there may be a lot of loose ends to tie up.

Perhaps you’ve collected a range of pension pots as you’ve worked for different employer.

Maybe you’ve got lots of investments in lots of places and it would make a whole lot more sense to think about bringing it all together.

Time to look at that life plan again; are you on track?

Getting closer to retirement may spark some thoughts for your future.

Let’s face it there’s still plenty to plan for.

You may be seeing your own folks into retirement and planning their later life.

Suddenly it’s a wake-up call.

Have you got yourself sorted and is your financial life on track?

You might be thinking about your cashflow as you head into retirement.

Now is the time to be sure your later life plan is starting to take good shape.

We can look at your pensions and ensure you get the best returns on your hard earned money to help you enjoy the next stage of your life journey.

How to access our independent financial advice

Advice at home

Arrange to see an independent financial adviser at home, work or your local Ascot Lloyd office.

How to access our independent financial advice

Advice over the phone

Receive independent financial advice over the telephone or video call when convenient.

Request a callback