Retirement Planning

Make your goals a reality by planning your investments

retirement planning

Financial planning pays no more important a role than when helping people find financial security in retirement.

Retirement planning extends far beyond just accumulating funds before you retire. On reaching retirement there is a bewildering array of choices to make.

Frensham Wealth can help you make sense of the complex planning issues around retirement. We can help manage your investments throughout retirement, focussing on protecting your wealth and maintaining your financial security.

We can help you understand

  • When you can afford to retire.
  • When to start taking benefits from state and private pensions.
  • Crystallizing benefits from a pension.
  • How to make the right investment choices to meet your income needs throughout retirement.
  • The pros and cons of releasing equity from your property.
    Advice on care fees planning for later life.

investment planning

estate planning

expatriate planning

Your future may be a lot brighter than you thought.

Retirement planning is all about matching your financial resources to your lifestyle needs in retirement.

Whether your weeks, months or years away from retirement, or if you have already retired, you probably have a picture in mind of what you want your future to look like.

Wherever you are in your retirement journey, we’re here to help you understand your options and guide you through your choices.

Contact Us

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