Andy Cowan - Head of Wealth Advice, Bracknell

Andy Cowan
Head of Wealth Advice, Bracknell

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Pension and Retirement Planning Advice

When can I afford to stop working?

We can help you to achieve the lifestyle that you would like in retirement.

You will probably have given some thought as to when you want to retire and the level of income you might require when you do so. However, it is important to have a clear plan as to how you are going to meet the goals of your retirement.

This is particularly true at a time when State retirement ages are going up, final salary pension schemes are closing down and stock markets are volatile. Individuals now have a much greater responsibility for managing their investments for their retirement and determining how much they will need in order to retire in comfort. We can advise on retirement planning and your current arrangements and agree a financial plan with you to meet your retirement goals.

For more information about managing your finances when you reach retirement, visit our Retirement Options page or contact us for more information.

As an endorsement of our retirement planning advice, we have been awarded the prestigious "Best Retirement Adviser" award in the Moneyfacts' Good Advice Awards 2009.

Important Notice

The way in which tax charges (or tax relief, if appropriate) are applied depends on individual circumstances and may be subject to change.