At retirement

Most of us will decide, at some point in our lives, that it’s time to retire. Whether you’ve hit retirement age or are hoping for early retirement, getting financially organised now is more important than ever before.

Retirement is different for everyone. You might already be working part-time and want to make the full transition into retirement. On the other hand, the decision to retire might be out of your control; perhaps you’ve been made redundant, or the loss of a partner has changed your outlook on work and the future.

No matter your situation, you will still undoubtedly be seeking reassurance that you have enough to live comfortably. More than that; reassurance that you have enough to live the life you want to.

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
Tony and Ellen – Retiring early

Married couple, Tony and Ellen, were hoping to retire in a few years’ time. However, when we analysed their assets, we discovered that they could both retire much sooner than anticipated.

Read more

What our clients say

I have had nothing but the best advice from Kate Boon over the last 12 years, in relation to mortgages, investments and financial planning for later life. She’s always down to earth in her approach, but very knowledgeable and a real professional.

Irene, Hexham

A client since 2012

As retirement approached, I was uncertain how to proceed. Advice from Lifeplan set us on the right track and we are now enjoying a very comfortable lifestyle. Good advice was provided regarding our wills and Powers of Attorney. We appreciate the guidance given and feel happy and secure in our retirement.

Albion, Tyne and Wear

A client since 2015

Redundancy required a re-think of my finances and future planning. Gary set up an investment portfolio following a detailed discussion, including provision of advice that met our needs. I am very pleased with the overall return over the last six years, balanced against the level of risk we were prepared to take.

Brian, County Durham

A client since 2012

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Office 91, Derwentside Business Centre, Viewpoint,
Consett, Co. Durham, DH8 6BN

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