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.

Visit our YouTube channel for more videos

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

"*" indicates required fields


Ellis Bates may use these details to contact you about our products and services. You can unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

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

Retirement financial advice
150 150 Jess Easby

Financial advice is very important when you retire because it is key to making sure that your investments and pensions…

read more
How much do I need to retire?
560 315 Jess Easby

Retirement planning can seem overwhelming, especially when you don’t know where to start. But guidance from a professional Financial Advisor…

read more
7 Benefits of Financial Planning
560 315 Jess Easby

7 Benefits of Financial Advice Whether you want your money to work harder or if you are approaching retirement and…

read more
How much money will I need to retire
150 150 Jess Easby

The earlier you start retirement planning, the better, tut it’s never too late to think about saving for retirement –…

read more