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Retirement and Pension Planning

Failing to plan properly for your retirement can lead to constant financial worry and stress for you and your loved ones during the later stages in life.

But taking a little time now to plan for your financial future can ensure you are financially secure, free from money worries, and in a position to really make the most of your well-deserved retirement.

Although we can’t guarantee to perform miracles with your current pension arrangements, we can certainly offer you the benefit of our professional experience and expertise in this field and help you plan for the most financially secure future possible.

Clearly guiding you through the options open to you

New pension freedoms, auto-enrol employees schemes, pension drawdown, changes to state pension provision … planning for your future can seem incredibly confusing and all those pension schemes, rules and regulations seem to change constantly. It can all seem like far too much hard work.

Our team are always well acquainted with the latest pension plans available, and are fully aware of any changes to pension policy. Furthermore, we will take great effort in clearly explaining the different regulations relevant to your financial situation, and the pros and cons of the most suitable pension plans. This way we will help you to navigate your way easily through the important decisions you need to make.

Professional unbiased advice on planning your retirement

Choosing a financial adviser to help you successfully plan for your retirement is an important decision. You need to be able to trust their advice and information is accurate and completely independent. You need to know that the retirement plans they propose are working in your interests alone.

The team at Barretts Financial Solutions are all professional fully-qualified chartered financial advisors. Working to the strict guidelines of the Financial Conduct Authority (FCA), you can have confidence that our pension advice is informed, independent and unbiased.

With over 25 years’ experience in financial planning, we have a wealth of qualifications (including several pension and investments exams), experience, skills and knowledge, to develop a retirement plan you can have complete faith in.

Our fees

All our pension clients benefit from a completely free, no-obligation initial meeting with our chartered financial advisors. Here we will discuss your current pension arrangement and retirement goals. Here, we will also clearly lay out our fees for the retirement / pension planning services we provide should you then wish to proceed.

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