Expert Retirement Financial Planning & Legal Support

Watch our video on retirement financial planning, presented by Zoe Till, Partner and Chartered Financial Planner…

How we can help with retirement financial planning

Our team has all the necessary skills and resources at their disposal to help you plan for your retirement and can provide a broad range of pensions and investment advice on financial strategies and planning, including:

• Helping you work out when you can afford to retire
• What you can do to retire earlier or have a better retirement
• Help organise your existing pensions and other assets to get the most out of them
• Explain the rules around pensions, taxes, retirement ages and death benefits
• Calculate if pensions are the best place for you to save for your future
• Cash flow modelling advice
• Life insurance advice

Working in conjunction with our Wills, Trusts and Probate solicitors, we can also help with creating Wills, setting up Lasting Powers of Attorney and Trusts and providing estate planning advice. This will mean that your assets are passed inherited by your loved ones once you have passed away.

Getting to know you

To help you achieve your financial goals, we need to understand you, your core objectives and your values.

An important part of creating a financial plan is ensuring you are happy with the journey you will be taking which is why our service is bespoke, unbiased and personal. We’ll discuss your circumstances and your comfort level with risk and
desired rewards.

Whether you are planning for retirement, looking to save for something specific, thinking about taking a step back from your business or having financial security for life’s unexpected events, we’ll help you get there.

Tailored financial solutions for your future

Once we’ve built a customised plan, we will provide specific advice towards achieving your goals while optimising tax efficiency.

Our process:

• Understanding your goals – We begin by thoroughly understanding your financial objectives.
• Personalised plan – We create a customised plan, complete with a detailed report and our expert recommendations.
• Investment options – We offer comprehensive investment options, along with ongoing asset management support.
• Annual reviews – Regular reviews ensure your plans adapt to your changing needs.

Why choose Nelsons?

• Unbiased expertise – As independent financial advisers we are not tied to any product providers or banks, which allows us to offer you truly unbiased and objective advice, meticulously tailored to your specific needs.
• Holistic collaboration – We offer a free initial consultation and can work with your existing accountant, solicitor or other advisers if you wish. If you need any legal advice, we seamlessly integrate both
  the financial and legal aspects to create comprehensive solutions, saving you valuable time.
• Trusted partnerships – We work with a number of trusted partners who are respected fund research teams ensuring in-depth, qualitative analysis of the fund market. Our trusted partners enhance our ability to service you effectively.
• Rigorous investment oversight – Our investment committee meets on a regular basis to diligently review and research our model portfolios. You can rest assured your investments are in capable hands.
• Ongoing support – Should you need any assistance, you can contact your adviser and our support team at any time and our dedicated Investment Management portal lets you view your investments whenever you’d like to.

Whatever your financial goals and aspirations for the future, we will empower you to get there!

If you would like more information on how our team of Independent Financial Advisers can assist with retirement financial planning or for any other type of advice, please complete our enquiry form or call 0800 024 1976 for a guaranteed response.