We offer a comprehensive retirement planning service

Plan Your Retirement

We help you make the most of your pensions and investments to achieve the retirement you have worked so hard for.

We take the time to get to know you and understand your needs and goal which forms the basis for the advice we offer. 

Our comprehensive advice process involves the following: 

  • Taking your whole situation into account  by carrying out a thorough review of your current circumstances
  • Making recommendations that help you to understand all the available options and  make the right decisions
  • Implementing solutions  we deal with all the paperwork and the providers on your behalf
  • Conducting annual reviews  we build long term relationships with clients by undertaking  ongoing reviews that take account of changes both in clients’ circumstances and the markets

Please see below for more information on the key services we offer to help you effectively plan for your retirement.

Find out more about us

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Paul is very approachable, clear, enthusiastic and well informed. He takes care to adjust the level of his advice to his client and to their changing needs. Transactions are effected promptly and carefully

SD Retired Director
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I was recommended The Financial Planning Practice by a friend and have now been receiving advice from them for over 20 years, I have in turn recommended them to close friends who I know are wholly satisfied with the service they receive.

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Paul has been our financial advisor for the last 15 years, and has always been extremely responsive, attentive and professional.

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Meticulous in planning advice and attention to detail - Paul takes a comprehensive overview of aspects of financial planning and takes a long term view. He has spotted several potential issues which could have resulted in a loss.

MR University Dean
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Paul provides excellent advice across a range of products with an emphasis on long-term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.