You are probably fully retired now and receiving your state pension as well as generating income from your pension savings. You may still be leading an active life or starting to slow down either way this is an important time to take stock of your financial situation.
If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.
"Just a short note to thank you for all your help in setting up my new Pension Plan.
When I came to you I had no idea of where to start with the various pensions and savings accounts that I had, but you talked me through everything regarding the best pension for my circumstances and in a way that i would fully understand. I am now reassured that my money in the pension plan that you provided for me
will keep me well provided for in my retirement years."