Phoenix Financial Planning provides specialist and independent retirement advice to private individuals. Our experience means we are able to provide the important advice you need to plan a financially secure retirement.  We will discuss your objectives with you and recommend a solution from a leading provider that is tailored to meet your needs.  This maybe a new arrangement, or simply a review of your existing pension plans.

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Significant changes to Pension Rules have taken place which mean you are no longer forced to draw a set income at retirement allowing  greater choice and flexibility over your retirement income which may be suitable for your needs. 

 

Retirement Planning Advice - How can Phoenix Financial Planning help you: 

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• Help clarify your goals both now and in the future

• Calculate the level of income needed in retirement

• Help you understand what your current pension arrangements may mean for you in retirement

• Offer advice on investments, from “normal” pension funds to special investments such as land or property

• Review current pension arrangements and implement changes where appropriate

• Advise on special situations such as sharing pensions on divorce

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The value of your investment can go up as well as down and you may get back less than you have invested.