Retirement planning for those aged 50+
Carefully crafted retirement planning and Independent Financial Advice, helping you to:
-
Have the confidence to retire.
-
Make the right investment decisions.
-
Reduce taxes.
Who we help
Clients typically engage with us when they are in their late 50s or early 60s and have begun to create a timeline for retirement.
​
They have questions such as:
​​​
Many clients were previously D.I.Y. investors or were paying another financial adviser, but in both cases, they did not feel confident that they had a robust retirement plan in place. ​
​
We help answer the key question:
"Have I got enough money to enable me to live the lifestyle I want in retirement without fear of running out of money?"
What we offer
We Are Retirement Planning Specialists
You will be working with a financial adviser who specialises in retirement planning and has helped many people prepare for this key life transition.
Our Experience And Qualifications
Our advisers have decades of experience in financial services and hold both the Chartered Wealth Manager designation and the Certified Financial Planner™ designation.
Our Focus On Adding Value
We only take on clients who are a good fit for our retirement planning service and also where we can add significant value to their situation.
We Are Truly Independent
We are 100% director-owned, and no other firm has a vested interest in our business. We can, therefore, offer unbiased, Independent Financial Advice.
Our Size
Pyrford Financial Planning is big enough to minimise key person risk yet small enough for each client to have a personalised service.
Our Ongoing Investment In Ourselves And The Business
We continually invest in ourselves and the business. We use market-leading retirement planning software to ensure you have the best retirement outcomes.
What our clients say:
"I wish I had found this service before – I think, like many people, I had kept my head in the sand and hoped that everything would work out alright, but now I feel much more confident that I’m on the right track, that what I want to do is achievable, and that my future is as secure as it can be in this era of uncertainty."
J.W. DAVIS - SURREY
"In the process of building the plan Noel identified several areas that should be addressed which increased our net income in the short term and in the long term would enable us to achieve our goals. These areas had been overlooked by a previous adviser.
​
We now feel reassured that we have a robust plan in place alongside a vision for our financial future."
MR. & MRS. H - SURREY
Schedule a meeting:
Our tried and tested retirement planning process is designed to give you clarity and peace of mind.
​
You can schedule a free introductory meeting using the button below:
