Retirement Planning

Helping you prepare for retirement is an important aspect of our service. We are here to help you review and increasing your provision. We want to ensure you have a good understanding of your wealth and what it can achieve.

For those close to retirement the various options can be confusing. A popular choice is Flexi Access Drawdown, taking advantage of the pension freedom legislation introduced in 2015. We can help determine whether this is a sensible decision for you after considering your overall circumstances. We will always recommend a strategy that reflects your financial position and individual needs.

Giving thorough consideration to your financial objectives in retirement helps us to recommend an appropriate plan to increase your provision while you are at work or implement a suitable withdrawal strategy when you retire.

We can discuss your financial objectives and retirement requirements informally without charge initially and outline your options. Once engaged, we can formulate our recommendations.

For retirement planning and pension services that put you in control of your future, Sterling is the perfect choice of financial adviser. As an independent financial advisory firm, we like to focus our efforts on aiming to ensure the most desirable outcome for you. Our dedicated team help to guide you through every aspect. We are here to help you both accumulate wealth and to ensure withdrawals are made sustainably, as part of an overall plan. You can count on us to deliver the most appropriate solution no matter your requirements.

Whatever stage of life you are at, let us help. Please get in touch with us for a free, informal chat and we will assess your options.