• Yorkshire: 01423 520 052 | North East: 0191 232 8391 | Livingston: 01506 303 031 | London: 020 3011 5252

Working with you to create a
happy retirement

Do you feel confident about your retirement?

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.

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.

Visit our YouTube channel for more videos

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.

Your financial adviser will be able to answer these key retirement planning questions

  • How much you need to save for retirement
  • How to save tax-efficiently for retirement
  • How to make pensions work for you
  • The type of pension you should choose
  • The right amount to contribute to your pension
  • How to boost your pension pot
  • How your pension should be invested
  • How to withdraw money from your pension
  • When you can retire or retire early

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

Download one of our
free Guides

"*" indicates required fields

Name*
Are you already an Ellis Bates client?

Book a free no obligation chat with our expert retirement advice team

"*" indicates required fields

Are you already an Ellis Bates client?*
Staggered Retirement
560 315 Eleonore Bylo

A more popular and increasingly common option many are considering. Giving up the 9-to-5 doesn’t necessarily mean stopping work. But…

read more
Guide to the final countdown
560 315 Eleonore Bylo

Time to review your financial plans with a financial check-up?  If you are aiming to retire within the next five…

read more
Retiring happy
Retire Happy
560 315 Eleonore Bylo

Planning your future has arguably never been more important. 10 tips to enjoy the retirement you want Review your spending…

read more
An older lady on her iPad planning for her retirement
The Power of a Plan
560 315 Eleonore Bylo

How to create a personal financial plan in 8 steps When thinking about your future financial wellbeing, it can be…

read more