Enjoying retirement

Get more from your retirement

Retirement is there to be enjoyed.

And with more freedom and choice over how to spend your retirement – and how to fund it – than ever before, there’s all the more reason to ensure you’re living your life to its full.

However, retirement is also a major life change and, to ensure you enjoy a comfortable retirement without fear of running out of money, requires careful planning.

We will help you to

We don’t subscribe to one-size-fits-all methods of financial planning but start with listening to you tell us how we can help and what your concerns are. However, not having enough money to continue living a comfortable lifestyle in retirement was the most commonly-cited financial concern amongst those clients who had already retired who responded to our recent survey*.

Our work with those who are already at retirement therefore often focuses on:

Identifying what a fulfilling retirement would look like to you
Building a picture of your current finances
Taking a look at your current pensions, investments and savings and assessing whether they are helping you achieve your goals, or whether alternative arrangements might suit your needs better
Later life care planning
Estate planning
Wealth transfer, gifting and Inheritance Tax planning
Enjoying your life today whilst achieving financial security for the years ahead

*2020 Rowley Turton Client Survey.

We encourage our clients to focus on how their finances can maximise their experience of retirement. Afterall, after a lifetime of hard work, you deserve to enjoy the years ahead on your own terms.

After meeting with Scott Gallacher at Rowley Turton, I realised that I should have done this many years before. I left that meeting feeling like I had made the right decision to ask for their help.

Martyn Edward Moore

Rowley Turton client since 2019

Robert, Leicestershire

Enjoying retirement

When it comes to retirement, the utopian position is to be able to work when you want to work and not when you don’t. And that is what I’ve managed with Scott’s help.

Read Robert’s story

Our awards

Year after year, we’ve been recognised as one of the UK’s leading Chartered Financial Planning firms.
Find out more about the awards we’ve won.

About our awards

"Rowley Turton have provided decades of excellent trustworthy advice, first to my father, then to me and now to my children. I have recommended them to others in the past and would unhesitatingly do so again in the future."

Martin Sigrist

Rowley Turton client since 2015