Retirement Planning

Structure your finances for the future

It is never too early or too late to review or make a financial plan for retirement.

Retirement Planning

Devise a long-term strategy

Working closely with you, we will devise a long-term strategy and structure your finances in a way that ensures that once retired you can afford to do what you want and maintain the kind of lifestyle to which you are accustomed.

Retirement Planning

Structure your finances

Our advice includes:

  • Analysing your existing pension schemes and advising what more could be needed.
  • Discussing the age at which you wish to retire and making sure that the plan works towards that date.
  • Protecting and providing for your family in the event that you are no longer able to look after them.
  • Looking ahead to the cost of residential care – for you or a relative.

We will be with you every step of the way. Once you reach the point at which you want to stop working we will help you plan your income strategy, ensuring you are using your assets in the most tax efficient and appropriate way when taking into consideration your objectives and current circumstances.

Get in touch today

What Our Clients Say

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"Ed has helped me greatly in managing my investments and in preparing my financial portfolio for my retirement. He is always professional, transparent and ethical and I have no hesitation in recommending him and Smythe House”
A. F
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"I have been fortunate to have Ed and Smythe House advising me over a wide cross-section of financial affairs for many years. Smythe House have tailor-made many solutions for my requirements. Ed’s hands-on approach and in-depth knowledge of my financial and personal situation have given me comfort and confidence about the future, whatever it may contain"
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"I have found it very helpful to get advice on all aspects of my finances. Ed and Smythe House have introduced a range of investments while keeping a close eye on external advisors to ensure good performance. I would happily recommend Ed to others who are looking to have the trusting professional relationship that we have built up over the many years."
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