Retirement planning involves getting to grips with understanding the lifestyle you want to live during your retirement, working out what this lifestyle costs, before assessing what size pot you need to fund this.

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As we live longer, our years in retirement are greater, and therefore the cost of funding this can be greater than we have seen in the past.

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With our lifestyle planning process, we help you to try to understand the lifestyle you want now, as well as in the future. We can input all of the information into our cashflow modelling software which can help give you a clear picture of how feasible it is likely to be to achieve your goals, and more importantly what things we can do to ensure this happens.​​​​​​

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We can help with: