Retirement Planning

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your specific pension plans and requirements.

So whether you need to set up or review existing retirement planning strategies, we have ways to help you make the most of your retirement opportunities as helping people plan for their retirement is what we do. And what is more, we are passionate about it too.

We will work with you to identify what is important to you and help you to make the right decision as to what products are right for you.

It does not matter when you intend to retire, if you do not start planning for it now, there is a real danger that you could outlive your savings as it will soon no longer be unusual for people to spend nearly as long in retirement as they did in employment.

A recent survey stated people’s biggest financial priority was ‘funding a comfortable retirement’, yet many people spend more time planning their holiday than their own retirement. Perhaps because planning for retirement seems too complicated to think about, or perhaps not as exciting as that trip of a lifetime?

We know that we all want an active, comfortable retirement but that people often don’t know where to start the savings process. If confusion and a lack of understanding around your retirement needs has led you to put off planning and saving anything, you’re not alone as In fact over half of people in the UK are in the same position.

But do not worry as you can start now though with Periscope Wealth. Planning with us will allow you to understand about the changes you could make, and how it may enable you to have the retirement you both want and deserve. We will enable you to take steps in planning for a better financial future.

The closer you are to retirement the more you are likely to know how much income you will need to cover your outgoings. But even if you have longer to go until retirement it is still essential to have an idea of what you are aiming for especially as we will review with you each this each year as you get closer to your retirement.

So, wherever you are up to, contact us today to start your free, no obligation pension review.

Call us for a free initial consultation

0800 131 0322

Or we can call you back at a time of your choice

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Mon to Thurs: 9:00am - 8:00pm

Fri: 9:00am - 4:00pm

Why undertake your pension review with Periscope Wealth?

  • We are authorised and regulated by the FCA which provides you with protection.

  • We'll check the health of your current pension when we review it and only advise to switch if it benefits you.

  • We will provide you with regular communication, not just a statement and a letter once a year.

  • We are committed to the highest standards of client care.

  • All our pension reviews are fully transparent, free and have no obligation to proceed.

  • We provide tailored advice based on your personal circumstances.

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Start your free no obligation review today!

Simply complete out enquiry form and a member of our expert team will be in touch.