A retirement to look forward to
You should never be shy when it comes to planning your retirement.
Tell us your hopes and aspirations and we’ll tell you what your options are.
Yes, it might not always be that simple, but the sooner you start talking to the specialists at Broadway Financial Planning the better.
Do you want to stop work immediately?
Or scale down your working week?
You may choose to supplement your income in the short term using available capital, or prefer to take your pension benefits straight away. We’ll help clarify your position and provide a clear planning strategy so you can start looking forward to retirement sooner rather than later.
It works like this.
Retirement Planning Service
We’ll start by looking at your Lifetime Cashflow requirements. Then we’ll review your existing pensions and funds and establish how much income you’ll require to fund the kind of retirement you want.
Once that’s done, we can provide technical advice on pension planning and provide bespoke strategies that secure the retirement income you need. We’ll meet with you for regular Planning Meetings to reassess your position and make sure everything is still on track.