Ready to retire

When you reach your late 50s or early 60s, you may begin to feel ready to move on from the world of work.

You might have already started to slowly transition away through a part-time role, but you now feel that you’re ready to retire.

Nevertheless, it’s essential that you get financially organised before you cross that finish line and enjoy the biggest holiday of your lifetime.

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 might be uncertain as to whether you’ll have enough to live, let alone enjoy all the exciting new experiences you’d hoped to.

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 create an income strategy that is rigorously stress tested, suited to your needs and we’ll help you adjust it as time goes by.
  • 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 Insurance Brokers, authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Insurance Brokers on the FCA register (FCA number 136445) by clicking here. Registered in England & Wales. Registered Office: 31 Castle Street, Salisbury, Wiltshire, SP1 1TT.

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.

Click here to read our privacy policy.