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I want to plan for later life


Much more than pensions

Planning for your retirement and later life is much more than pensions. It’s about making sure that your assets allow you to maintain the standard of living you enjoyed while you were working and that you don't run out of money. You also need to consider that living for another 30 years after work isn’t just a possibility, it’s a probability.

Whether retirement is many years away or just around the corner, unless you have a plan you may run the risk of outliving your savings. It goes without saying that the earlier you start planning, the easier it will be to create the retirement lifestyle you want.

Just as every client is unique, so is the retirement planning service Burley Fox build around you. Whatever stage you are at in your life, retirement and later life planning is something you should consider, particularly since retirement rules introduced in 2015 have made pensions more accessible and inheritable than ever before.

Have you built up several different pensions over your working life? Understanding the benefits of each scheme is important. Burley Fox is both a Personal and Occupational Pension Specialist, so we can advise you on what is best for you and your later life planning.

Whether you are employed or self-employed, our experts will take the time to understand your financial ambitions and help you understand how to achieve the level of income you would like in your retirement.

Let’s talk - we’re ready to listen

Worried about your retirement plans, or want to look at your options? Find out how to take control of your financial future. Burley Fox has a wide range of services available to fit your current situation. To find out more, please contact 029 2167 9770 or email info@burleyfox.com to discuss your requirements.

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I want to plan for
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Planning for your retirement and later life is much more than pensions.

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The experienced team at Burley Fox will help you, your family and business with expert independent financial planning and wealth management advice. Building your wealth, protecting you and your loved ones and your business, and planning for the future is what we do. To talk to us about your requirements, please contact us today.

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