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Retirement Planning

Retirement is a major change in a person’s life. It may be something you’re looking forward to, however, it can raise many questions about your personal finance’s. It also raises the certainty that professional financial advice and having in place a good plan is needed to carry you forward.

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You may ask yourself the following:

  • What can I do with my different pensions schemes?
  • When can I retire and what income will I need?
  • How can I protect my family in the event that I am no longer able to look after them?
  • What would the impact of residential care fees be on my finances?

What areas we review together:

  • Private, company and State Pension provisions
  • Drawdown and annuity comparisons
  • Review trusts in conjunction with your retirement plans
  • Your health and other age required provisions

We’re ready to talk. Are you?

At Paul Young Independent Financial Advisors we are here to help you answer these questions and create a retirement plan that works for you.  Contact us today to find out more.

In the meantime please refer to our guides on this subject in the 'Our Thinking' section.

How can we help you?

Whether you are looking to start your personal financial plan, or want to make the most of the opportunities your wealth brings – Paul Young Independent Financial Advisors will support you at every stage of the journey.

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Our Thinking

The Paul Young Independent Financial Advisors 'Our Thinking' page has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.

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Understanding your future goals, ambitions and needs

At Paul Young Independent Financial Advisors we take a bespoke approach to wealth creation and protection that centres on objective independent advice, driven by intelligent and trusted relationships. To identify which approach is right for your individual, family or business circumstances please contact us – we look forward to hearing form you.

To find out more, please contact Paul Young Independent Financial Advisors
on 01234 720630 or email mail@paulyoungifa.co.uk.
Book a financial health check today