Retirement Planning

Retirement Planning

How We
Can Help

Approaching retirement can seem a daunting prospect and particularly the financial aspects can give cause for concern. When moving from employed or self-employed income to pension income, many people wish to calculate how much regular income they will have in retirement.

Of key interest is whether they can maintain their standard of living following retirement.

Retirement Planning

Chadwicks IFA Financial Planning

How we can help

We help our retiring clients with their calculations and planning so both parties are clear about the financial position post-retirement.

Issues to consider include;

  • Amount of occupational and personal pensions
  • Expectation and timing of State Pensions
  • The impact of taxation
  • Personal budgeting
  • Cash Management
  • Investing for growth or income

Why use a financial adviser

Often we are approached by clients who are given a range of options on how to take their pension benefits. They may include a choice of various lump sum and pension entitlements and sometimes compensation payments with options to increase pension benefits.

We use our experience and expertise to advise clients on the most suitable option.

Free Initial Consultation

If you are having thoughts about using a financial adviser. You can find out more about Chadwick services with a free initial consultation. Whether by phone, in person or video call. 

Next Steps

Retirement Planning Process

Approaching retirement can seem a daunting prospect and particularly the financial aspects can give cause for concern. When moving from employed or self-employed income to pension income, many people wish to calculate how much regular income they will have in retirement.

Of key interest is whether they can maintain their standard of living following retirement.

01

Partner With A Financial Adviser

We will partner you will a qualified adviser who specialises in your area of interest.

02

Learning About Your Financial situtaion

An initial consultation will be arranged. Whether by phone, video call or in person depending on your situation.

03

Prepare Your Bespoke Report

Your Chadwicks adviser, along with a member of our paraplanner team will prepare your bespoke report. 

Choosing Chadwicks IFA

We realise that there are many options when it comes to retirement planning. Here are just a few reasons to speak with Chadwicks IFA.

Over 100 years of collective experience

Advising clients for over two decades

Chadwicks Retirement Planning

Find out about retirement Planning:

To arrange a free initial consultation or speak with a member of our team. Simply contact us using the form on this page. Alternatively, call or email us using the below details:

Chester

01244 317 111

London

020 7692 0615

Email

website@chadwicksifa.com

Free Initial Consultation

To arrange a free initial consultation with one of our qualified Financial Advisers. Simply place your details into the form below and we will be on contact.