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.

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

Sam Granger
Sam Granger
8 August 2023
Fantastic Accountants with a brilliant attitude towards helping both big and small companies. We could not reccommend them enough and they have been excellent since day 1.
John Last
John Last
22 June 2023
Excellent service.....I cannot fault Sue Walker and her team.....Keep up the good work
simon gash
simon gash
24 May 2023
Correspondence is always answered quickly and efficiently and advice is readily available and appears to be soundly based.
Pippa Hodgson
Pippa Hodgson
13 March 2023
Page Kirk have been advising us for nine years. They were recommended when we needed advice on pensions, particularly consolidating them, and also for general financial planning. I had thought financial services firms were for the very wealthy but I was wrong. We've received excellent service and advice on a wide range of topics. We would recommend a discussion with them on anything financial.
Nicola Royan
Nicola Royan
1 August 2022
We were recommended this firm to help deal with an inheritance, and our advisor, Fabian Taylor, has been excellent: thorough, knowledgeable, patient and supportive.
Deborah SMITH
Deborah SMITH
28 July 2022
Great service with my husbands pensions We well recommended Susan for all her help and advice.
Paul Mortimer
Paul Mortimer
25 July 2022
The team at Page Kirk Financial Services have given my wife and me amazing service for many years. They have managed our pension fund portfolio and helped ensure security and effective investment for our, and our family's, future. I can highly recommend them.
Naomi Jackson
Naomi Jackson
25 July 2022
Fabian and the team have been really helpful with my pension planning. The team are always very willing to deal with any queries I have and I’ve been really impressed with their knowledge and professionalism.