Retirement planning
It’s never too early to start thinking about how you will spend your time when your working life ends. An in-depth financial plan is the place to start, and our specialists will help you create one.
Later life,
your way
It’s completely natural to be worried about how your life will look once you’ve left your career behind, but a plan can alleviate your concerns. The key is to make sure all bases are covered, which is why working with experienced professionals like ours can make such a difference.
At Wealth Doctor, we specialise in helping people just like you prepare for and enjoy their retirement years through expert financial planning. If you’re ready to lay the foundations for later-life happiness, this is the place to begin.
How we care for your finances
When would you like to retire?
We will work with you to understand when you would ideally like to retire, how you would like to spend your time in retirement, and calculate how much money you will need to ensure you will be comfortable for the rest of your life.
Building your nest egg
Whilst you are working, it’s important to save for retirement and make sure you are maximising your returns. Your existing pension arrangements may not be the most favourable, and at worst, may be damaging your retirement goals. By conducting a thorough and independent review of your existing plans, we’re able to identify the issues and help your funds grow stronger.
Minimising tax and legacy planning
There are a multitude of ways in which you can draw money in retirement, and some plans do not offer flexibility and all available options. It’s also essential to minimise tax losses, as this can result in your pension funds running out quicker than necessary. Your retirement funds can form a sizeable part of their total wealth, and it is important to structure them so money can be passed onto your chosen beneficiaries efficiently and as wish.
Read reviews from real clients
You can always expect a first-rate service from us, but don’t just take our word for it.
Instead, read the excellent reviews left by our valued clients on VouchedFor, the UK’s leading independent rating platform for financial planners. Click the link to read more.
