Retirement Planning Services

Working with you to create a happy retirement

Retire with confidence

Pensions and retirement planning can seem complex and overwhelming, and there are many reasons you might lack confidence in your retirement plans. You might be worried that you’re not saving enough, but don’t feel you can afford to save more.

You might feel ready to retire now, or retire early, but you are not sure if you can rely on your current pension savings to provide enough money for the rest of your life.

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You might have experienced a change to your financial situation, including life events such as divorce and have new concerns about whether you can save enough.

You might have previously felt confident about your retirement plan, but the COVID-19 pandemic has derailed your savings.

Expert retirement advice will help you understand your position and how to work out when you can retire and what your retirement income will look like.

Planning specific retirement goals

People who are confident about their retirement are most likely to have specific retirement goals and know what steps they need to take to reach them. But sadly, we see many people do not feel confident that they will have enough savings to live comfortably after they retire.

Many people have a fear of outliving their money, but most don’t have a clear idea of how much money they need during retirement. It’s important to remember that retirement doesn’t happen at a certain age, it happens when you have enough money to live on.

We are here to help create a clear direction and understanding which will give you peace of mind that you are on the right track. Why not try our handy retirement calculator.

Your Financial Advisor will be able to answer these key retirement planning questions

  • How much do I need to save for retirement?
  • How do I save tax-efficiently for retirement?
  • How can I make my pensions work for me?
  • What type of pension should I choose?
  • How much should I contribute to my pension?
  • How do I boost my pension pot?
  • How should I invest my pension?
  • How do I withdraw money from my pension?
  • When can I retire?
  • Can I retire early?

Download our Retirement Guide

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The sooner you have a retirement plan, the sooner you will be able to plan your retirement, and we are here to help you create that plan with expert retirement advice.

Retirement Planning Reviews

“Dax professionalism has been exemplary in advising and guiding me to achieve my retirement goals. Throughout this journey Dax has inspired confidence that what I was hoping for was both achievable and realistic. Dax’s patience and willingness to go the extra mile to make this happen has been particularly commendable. I look forward to working with Dax over my retirement years.”

“In what I considered the tricky business of arranging an annuity for my retirement, the journey with Matthew Stirling representing Ellis Bates was a friendly and professional experience throughout. All the options available for my retirement fund were clearly explained, in language I could grasp. There was no pressure to adopt a particular solution, just good sound advice. So it’s many thanks for a great service all round.”

“My advisor, Dawn is a very personable person and explained everything in layman’s terms. The retirement planning proposals have been clearly laid out using predictive graphs and costs are clearly highlighted. The service has been excellent and will be an ongoing relationship going forward into my retirement.”

Read more of our reviews

Income in Retirement
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Put simply, an individual’s life can be split into two phases: the accumulation phase, and the decumulation phase. Accumulation Phase…

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Invest for income
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What is Investing for Income? Income investing is often thought of as a way of creating an income in retirement.…

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Preparing for retirement
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Preparing for retirement Here are the top four things you can do to prepare for retirement: 1. Prepare a budget…

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The benefits of financial advice when planning for retirement
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Taking financial advice can help clear any confusion when planning for retirement. Financial Planner, Gary Davies, explains the overall benefits…

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