Approaching retirement

Whether you picture yourself working for ten, fifteen or twenty more years, retirement planning can begin at any age. But if you’re hoping to retire with enough income to achieve your goals, it’s never too early to start.

If you’re ready to take retirement planning seriously, then the good news is you’re giving yourself a significant advantage. However, you by no means want to deprive yourself of the lifestyle you enjoy today. Making a conscious effort to save for retirement can be difficult in the hustle and bustle of daily life.

You have likely accumulated some level of wealth in your working life, but how that will translate into your desired retirement lifestyle can be difficult to grasp. You’re looking for direction, reassurance and clarity. You’re looking for a plan.

Ensuring you have enough money to live comfortably in retirement requires a thorough financial plan. We will guide you every step of the way and give you the peace of mind you’re currently looking for.

Specifically, we will:

  • Take time to understand your retirement concerns and aspirations
  • Review your current pensions, investments and savings
  • Recommend financial solutions to help you achieve your goals
  • Ensure your wealth is invested tax-efficiently
  • Work with you on an ongoing basis, through to retirement and beyond
Joe and Margery – Achieving goals before retirement

Margery was not yet ready to retire, and her husband Joe was in ill-health. We devised a strategy that enabled the couple to tick things off their bucket list before retirement.

Read more

What our clients say

We have been with Lifeplan for a few years now. Kate has been brilliant in helping us understand our level of risk and planning for retirement. Before we spoke to Kate, it was always something we would just say we’d get around to at some point! It’s really important to have a plan and I feel more secure about our finances now.

Kate, Gateshead

A client since 2015

Lifeplan is an approachable and plain-speaking business. They are always there to help and assist, as well as provide annual reviews of my current finances and what can be changed to benefit me in readiness for retirement.

Ian, Newcastle Upon Tyne

A client since 2011

Gary has developed a structured plan to ensure our funds will last in retirement. We are now deciding when to retire or reduce to part-time employment.

K Walker, County Durham

A client since 2010

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    Office 87, Derwentside Business Centre, View Point,
    Consett, Co. Durham, DH8 6BN
    3.8, The Beacon, Beaufront Park, Anick Road, Hexham,
    Northumberland NE46 4TU

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