I’m approaching retirement
No journey is the same
Time is your friend when you plan early for retirement. We are all likely to make thousands of big decisions in our lives, but choosing when to retire and the steps you will take to get there are among the biggest. The earlier you can prepare, the better.
It’s all new to you, so, understandably, you might have questions about how to draw down your pension or whether you’ll have enough money to last throughout retirement. You may not even be sure when you can afford to retire.
Now is the time to get your questions answered.
Where we come in
- Provide clarity on your current financial position
- Get your finances aligned with your retirement objectives
- Determine when you can afford to retire
- Consider the impact of Inheritance Tax on your estate
- Provide an ongoing relationship throughout retirement.
How we tackle your challenges
Save for retirement
Whether you are ten years or a couple of years away from retirement, we will step in and help organise your pensions and wider retirement plans. Once a plan is in place, we can adjust it to ensure your finances align with your goals.
Ensure your money lasts
The steps you take now will impact your future more than you realise. By using cashflow planning, we will visualise how your retirement will look and how long your money will last, alongside your desired lifestyle.
Build a pension plan
We will establish the best way for you to tax-efficiently take your pension when the time comes, based on your goals and desired lifestyle. You will head into retirement with the confidence that your money is working for you.
Passing on wealth
It may not be at the forefront of your mind right now, but we’ll think ahead about estate planning and how to reduce Inheritance Tax liabilities. We’ll get your entire family involved, so everyone feels confident about their future.
We're here to help
Page Kirk Financial Services LLP is authorised and regulated by the Financial Conduct Authority.
You can find Page Kirk Financial Services LLP on the FCA register here. Registered in England and Wales. Company number: OC352712. Registered office: 7 Gregory Boulevard, Nottingham, Nottinghamshire, NG7 6LB.
The Financial Conduct Authority does not regulate cashflow modelling. Investments may fall as well as rise, you may not get back what you put in.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
© Page Kirk Financial Services 2023. All Rights Reserved
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Words from our clients
With increasing age, financial decisions can become more taxing! My husband and I were relieved to have expert advice from Fabian and Page Kirk Financial Services regarding our investments, and we have always appreciated their attention.
Mr and Mrs B, Nottingham
We have been retired for four years, and we are still benefiting from the financial plan that has been put in place by the team. Our annual review ensures our investments are best placed to continue supporting us.
Steve and Penny, Nottingham
of clients would recommend us to family, friends or work associates.
believe working with us has helped or will help them achieve their financial goals.
are confident in the technical abilities and knowledge of their adviser.