Retirement planning
It’s never too early to start planning for your retirement. It’s one of those things you wish you didn’t have to think about. With so many options, it can all be very confusing. We’re here to help, explaining the possibilities and aligning your arrangements with your ethical and environmental values.
“You do great work … I wish there were more people in world like you and your colleagues at Barchester Green.”
We work with clients on a detailed plan, taking account of:
- If you have already started, the number of years and amount you have been paying into a pension
- Your ethical and environmental values
- Your choice of retirement income arrangements: personal and stakeholder pensions, SIPPs and SSASs, ISAs, and other investments
- Your planned retirement age
- Any plans to work past retirement age
- Any debts at retirement age
- Your mortgage at retirement age
- Your savings
- Benefits
- Tax issues
View our free guide on retirement planning.
Contact us for a free consultation with one of our advisers.
Free Financial Guides
We have a range of free financial guides, from ethical ISAs to retirement planning.