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Pension & Retirement Planning

Whatever stage you are at, we can help you reach your retirement goals. Having time and money to do whatever your heart desires, may be simpler than you think. Discover how to get the most out of your retirement with Yorkshire Financial Planning.

Enjoy the retirement you always dreamt of.

Pensions are a tax-efficient way of building up income to live on in retirement. Most people have a pension but few people maximise its potential as pensions and all the rules that come with them can seem pretty daunting. If you want to have the retirement you always dreamt of then you need to plan. We are here to make pensions simple.

Most people want to retire knowing they are debt free and have financial options for their future. Not having to worry about paying bills, having a nest egg to travel the world or being able to help your children are often what clients tell us is important to them. If retirement is currently some way off, we will help you plan and maximise your financial potential by looking at pensions along with your other options.

If you are about to embark on your retirement, we will review your pension and any other plans you have in place to work out what the best options are for you. When it comes to accessing your pension, drawdown and annuities all come into play. We’ll also look at any investments you hold, and any income you have and take into account your long-term plans to ensure we find the right option for you. Fully understanding your circumstances will allow us to give you the right advice.

Discover how you can make the most out of your retirement and get in touch today.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

A retired couple sat on the beach with a glass of wine

Review for Caroline

Caroline has reviewed both my pensions and investments to ensure I am on track. She used cash flow modelling to demonstrate any changes that needed to be made which was great as I now know exactly what I need to do. I find our annual reviews invaluable and I am grateful for the time she spends with me.

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