Maximising Your Retirement Savings with a Chartered Financial Planner

January 27, 2023

Why You Need a Chartered Financial Planner for Your Retirement Planning

Saving for retirement can be a daunting task, with so many options and factors to consider. It can be overwhelming to navigate the world of retirement planning on your own. And this is why working with a Chartered Financial Planner is so important.

At Rowley Turton (IFA) Ltd, based on the edge of Leicester, we’ve been advising clients like you since our establishment in 1996. With over 25 years of experience, we are an award-winning firm of Chartered Financial Planners and have been recognized for our retirement planning expertise.

We understand the importance of maximising your retirement savings and take the time to understand your unique situation. We create a personalised plan tailored to your specific needs and goals. Whether you’re just starting to save for retirement or nearing the end of your working years, we can help you make the most of your savings and ensure that you have the financial security you need in your golden years.

It’s important to note that retirement planning has become increasingly complex in recent years. Demographics have shifted, with people living longer and healthier lives than ever before. This means that your savings need to last longer, making it more important than ever to make the most of your money. Additionally, employer pension support is not what it used to be, with more and more companies moving away from traditional defined benefit plans. This means that it’s up to the individual to take more responsibility for their own retirement savings.

What Does a Chartered Financial Planner Do?

A Chartered Financial Planner is a professional who is trained to help you manage your money and plan for your financial future. They will work with you to create a comprehensive financial plan that addresses all aspects of your financial life, including saving for retirement, reducing debt, and protecting your assets.

Some of the key services that a Chartered Financial Planner can provide include:

  • Assessing your current financial situation and identifying any areas where you may be overspending or under-saving
  • Helping you set realistic financial goals and create a plan to achieve them
  • Recommending investment strategies that are appropriate for your risk tolerance and time horizon
  • Monitoring your progress and making adjustments as needed to keep you on track

Why Rowley Turton?

At Rowley Turton, we are dedicated to helping you achieve your financial goals and enjoy a secure a comfortable retirement without the fear of running out of money.

With our expert guidance, you can feel confident that you’re taking the right steps to prepare for the future.

We have been awarded and shortlisted for several prestigious awards, including:

  • New Model Adviser’s ‘Top 100’ 2022,
  • Small to Medium Wealth Management Firm of the Year – Shortlisted MoneyAge Awards 2022,
  • Best retirement advice firm – Shortlisted Money Marketing Awards 2022,
  • Best Individual Pension Advice Firm of the Year (Midlands Region) – Winner Retirement Planner Awards 2019.
  • And many others.

Conveniently located near the M1 and M69 junctions, with free parking and easy access, we are here to serve the Leicester community and beyond. Even if distance is an issue, we can still help you through Zoom.

Contact us today to learn more about how we can help you maximise your retirement savings and secure your financial future.