Thinking about retirement?

You might be about to retire, or perhaps you just want to know what your retirement options are. 

Either way, we can help.

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 Optionswork longer with more income vs retire sooner with less

   Retirement Agewhen you can afford to stop working and enjoy retirement

   Retirement Incomehow 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.

Retirement Planning Report Example 2

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.

Free Retirement Planning Report Calculator

“The analysis and great use of graphics gave us a visual overview of our potential options and really helped with making decisions. The follow-up and advice have really supported our retirement planning.”

Marc & Debbie Du Mont, successfully retired.

Retirement Planning Consultation

To get started, we offer an initial retirement planning consultation. This looks at where you are today and where you want to be. 

We’ll talk about different retirement options and assess whether we’re the best adviser for your needs.

Schedule Your Retirement Planning Consultation

Common questions

  • When can I afford to retire?
  • How much money do I need to retire?
  • How much do I need to save for retirement?
  • How much income will I get in retirement?
  • How much can I spend in retirement?
  • How do I withdraw an income from my pension?
  • How much state pension will I get?

Contact us

Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.