Qualified financial planner talking through how to plan for a happy retirement

Don’t waste time wondering if you’ve enough to retire

 Discover the practical steps you can take today to fund the retirement you want:

  • Get expert tips on how to maximise your pension savings
  • Gain straight-forward guidance on pension and retirement options
  • Learn how to protect your home, pensions and savings against care fee traps

So, whether retirement is just around the corner or you’ve still a while to go, this free workshop is your opportunity to get the information you need to start counting down to retirement on your terms.

We’ll explain:

  • The advantages and disadvantages of different pension types
  • Transferring your pension
  • Taking a tax-free lump sum
  • The importance of estate planning to protect your home and assets
  • And more besides

See how financial planning can answer questions like:

  • “Can I retire and still afford to do the things I enjoy?”
  • “What if I took early retirement?”
  • “Will I always have enough?”
  • “How can I make sure my family are looked after when I'm gone?”

You’ll see how your finances can be used as tools, allowing you to achieve the lifestyle you want.

Our expert team will be on hand to answer questions and if you’d like more guidance specific to your circumstances, you’ll be able to book a free one-to-one consultation.

How to book your place

Register your interest

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Ready to start planning your happy?

Come and meet us for a friendly chat and a cup of coffee at our new planning rooms in Stockton.

Get in touch