Retirement planning

Retirement planning

Do you have a clear vision of what you want your retirement lifestyle to look like? Are you on the right track to accomplish your goals?

Planning for the future is arguably one of the most important areas of financial planning. It’s crucial to know whether the provisions you are making for retirement will be sufficient for you to be comfortable in the coming years. If you have a plan in place, has it been reviewed lately to ensure it is on track? The investment world changes constantly and what was right before may not be now.

We understand your circumstances and needs will change over time, and decisions may become complicated. At LFWM, we consider all aspects of retirement and related advice, including the most tax-efficient ways to build up a retirement fund, understanding the various options available, managing income post retirement and pension consolidation of multiple schemes where appropriate.

We’ll give you the confidence to build a strong retirement plan, advising you with the right financial steps to take. Whether it’s to review your current plan or create a new one, we’ll take you through each stage to secure your future and construct a plan that will provide you with the comfortable retirement you've earned.

Andrew put a package together for us which combines a secure income with some flexibility. We're very happy with the results. We can enjoy retirement with a safe outlook.

Paul Engelen

Our services include:

  • Pension consolidation
  • Generating tax efficient income in retirement
  • Projecting future pension values
  • Analysing costs
  • Investment performance
  • Reviewing and managing underlying investments
  • Pension contributions
  • Death nominations
  • Trusts
  • Managing pension lifetime allowance

The Financial Conduct Authority does not regulate tax and trusts.

Get in touch

Speak to a member of our expert team.

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