Retirement Planning

What does retirement mean to you?

Our Retirement Planning service will consider the different options available to you and identify if your savings and pensions will provide you with enough income to allow you to live your retirement life – not a life determined by your income. 

For many, pension savings could be the single largest amount of money we will ever have – possibly worth even more than our home.  However, we should remember that this money might have to provide an income for the rest of our life. Lots of us can now expect to live in excess of 25 years in retirement.

If your pension savings consist of a number of different pensions relating to different periods of employment and/or self-employment, don’t worry, our team will help you to simplify and possibly even consolidate these plans into arrangements providing a sustainable income stream.

Retirement Income Planning

By using cashflow modelling software, we help you to identify how much you will need to live the life you want in retirement.  We will map out your finances, consider your needs and wants, then look at all the options below to find which will best fulfil your needs.

From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.

Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!

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