Thinking about retirement?

Retirement Planning Service

Planning for retirement is likely to be the biggest financial decision you will ever make. Having a trusted adviser by your side, helping you navigate your retirement journey is likely to prove invaluable.

We are award-winning independent financial advisers and expert retirement planners. We have helped hundreds of people to successfully retire.

Our retirement planners can help you understand your:

✓   Retirement Options – work longer with more income vs retire sooner with less

✓   Retirement Age – when you can afford to stop working and enjoy retirement

✓   Retirement Income – how much income you’ll receive in retirement

We will create your personalised retirement plan, giving you clarity and confidence about your future.

Discover how we can help you retire today

Retirement Planning Report

To help you understand if you have enough to retire, we provide a free retirement planning report.

This report is exclusively for those with pensions/investments of £300,000 or more.

What the report includes:

The report will provide a forecast of your finances, showing you:

✓   Where you are today

✓   Where you are heading financially

✓   Whether you’re on track to retire at 55

✓   How much you can spend in retirement

✓   What you can do to improve your retirement planning

How to claim the free retirement report:

To claim your free retirement report, just click below.

This will provide you with access to the Frazer James Secure Portal.

Once registered, you will be asked to provide some financial information. This helps us build your retirement plan.

Once completed, a Certified Financial Planner will review the information provided and create your retirement planning report.

We will then email you a copy of your report, with a summary of our findings.

We aim to complete this within 72 hours.