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enquiries@rowleyturton.com

Planning for retirement

Your retirement, your choice

Retirement means different things to different people. You might want to stop work completely, gradually reduce your hours, spend more time with family, travel, pursue new interests or simply have greater freedom over how you spend your time.

Whatever retirement looks like for you, the important question is whether your finances can support the life you want — not just when you first retire, but throughout the years that follow.

For business owners, the picture can be more complex. Your business may represent an important part of your wealth and your future plans, making decisions about when to step back, sell or pass it on closely connected to your personal financial planning.

We will help you to

Our role is to help you understand what is possible and give you the confidence to make informed decisions about your future. We bring together your pensions, investments, savings and other assets — including your business where relevant — into one clear financial plan.

  • Understand how much you might need to support the retirement lifestyle you want
  • See whether you are on track and what, if anything, may need to change
  • Explore when you could afford to retire or reduce the amount you work
  • Understand how your pensions, investments and other assets can work together
  • Decide how and when to take an income in retirement
  • Understand how much you can afford to spend without unnecessarily compromising your future financial security
  • Explore different scenarios, including retiring earlier, spending more or helping your family financially
  • For business owners, understand how your business fits into your personal retirement plan
  • Keep your plan under review as your circumstances, priorities and the world around you change
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I am nearing retirement and turned to Rowley Turton a couple of years ago to help sort out my financial affairs. I had a range of investments and savings products that had not been reviewed for years. It is reassuring to have professional financial advice available and to know that my money is now being actively managed.

RN, Rowley Turton client

Stephen and Mary, Middlesex

Planning for retirement

We had so many questions: Did we have enough? How would we access the pension pots? And how would we ensure a steady income stream?

Read Stephen and Mary’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
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"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

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