Retirement

Having a well-considered retirement plan is one of the most important things you can do to ensure your long-term financial wellbeing.

Service Icon Retirement Planning

Whether retirement is close or decades away, knowing you have a plan in place is critical.

We’ve found many of our clients aren’t fully aware of what they have or what they need. It’s never too early and never too late to formulate your plan for accumulating pension savings.

Retirement Planning

The questions you may be thinking about when looking at your retirement plans:

  • When can I retire?
  • Have I got enough money to live comfortably?
  • What options do I have for taking my pension?

Pension Consolidation

If you have worked in different companies, you may have money in multiple pension plans and may be wondering:

  • What do I do with my old pensions?
  • What more do I need?
  • Can my arrangements be simplified?

* Note: A pension is a long-term investment. The fund value may fluctuate and can go up and down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Case study

I have used Paul Thorpe and Peppermint Financial Solutions for me and my family’s financial planning for over 6 years now, this was initially for pension advice and then expanded into advice on ISAs, personal Insurance matters, personal mortgages and buy to let mortgages. The service is professional yet personal identifying me and my family’s needs.

Will Hewitt, Effingham, Surrey

Let’s Start the Conversation

At Peppermint, we walk you through the planning step-by-step to create the best strategy so you can lead the life you want when you retire.

If you would like our expert, impartial advice – give us a call and let’s get started to make the smartest decisions for your retirement planning.

Service Icon Retirement Planning

Retirement Planning Advice

Ready to start that conversation? We are happy to talk with you at your convenience, please get in touch.

We realise that appointing an adviser is an important decision so we offer a free, no-obligation initial meeting.

T: 01932 955 955
E: hello@peppermintfs.com

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