Focused on retirement

If you’re in your 50s or early 60s, you’ve likely worked all your life and are now thinking about planning the next chapter.

Whilst you probably still enjoy work, you’re nevertheless focused on achieving the lifestyle that you’ve worked so hard over the years to secure.

You’re probably uncertain as to how much income you can expect to receive in your retirement.

You may have various pensions, savings and investments accumulating in the background, but you might not know what they mean in terms of your future income. You need financial clarity so that you can enjoy those final years of work, confident in the knowledge that a secure and exciting future awaits on the other side.

As Independent Financial Advisers, we have the experience and skill to help you achieve your goals.

Here’s what we do:

  • We’ll discuss, at length, your aspirations, objectives and concerns for retirement.
  • We’ll establish the value of your pensions, savings and investments, and what this means for your future.
  • We’ll make recommendations to improve your financial future; we’ll ensure every aspect is as tax-efficient as possible and make the most of new pension freedom rules, then work with you to implement the changes.
  • We’ll deal with your pension providers, completing all the administrative work so that you don’t have to.
  • You can find out more about our client journey here.

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      Annetts & Orchard is a trading name of Annetts & Orchard Ltd. We are authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Ltd on the FCA register (FCA number 820272) by clicking here. Registered in England & Wales (11503291).

      Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

      The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

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