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Retirement Planning

As you approach your 50's, it's crucial to take control of your pension with retirement plans just around the corner.

 

Whether you intend to continue working or retire, you can start accessing your pension savings from the age of 55.

 

At Midlands IFA our Independent Financial Advisers will conduct a pre-retirement financial tax planning review.

 

Understanding the various ways to maximise your investments is essential for a secure financial future. But most importantly, it lets you do the things you love, without having to worry about the hassle!

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Things to consider for your retirement planning

How much will you need to save?

This is where the value in collaborating with one of our Independent Financial Advisor shines. 

Our Financial Advisers offer personalised cash flow models to help you understand your current income and expenditure. Together, we can use this information to effectively plan and map out your retirement needs.

Our blogs on Retirement Planning

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And work with you to give that peace of mind for your retirement

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