“The question isn’t at what age do I want to retire, but at what income.”
YOUR LIFESTYLE IN RETIREMENT
A secure, comfortable retirement is everyone’s dream and, because we’re living longer, we can expect to spend more time in retirement than our parents or grandparents did.
We will start by helping you clarify and define the lifestyle you want in retirement.
The second step is making sure you will have sufficient wealth to afford that lifestyle. This is one of the most challenging aspects of planning for retirement.
We can help you understand your current pension provision and assess if this is working for you.
We will work with you to put tax-efficient plans in place so you can have confidence that you can afford to do what you want without running out of money.
We will continue to monitor and regularly review this with you, as it is a long-term ongoing process.
Once you get to the point where you want to retire or partially retire, we can help plan your income strategy in the most tax efficient and appropriate way given your objectives and circumstances at that time.
- Personal Pension
- Defined Contribution Scheme
- Defined Benefit (Final Salary) Scheme
- Self-Invested Personal Pension
- NEST Pension
- Multi-Employer Pension Schemes
- Pensions for the Self-Employed
- First Pensions
- Stakeholder Pensions
- Ex-Headmaster, Eton College
The service given by Affinity is personal, well focused and effective. I am happy to recommend them.
- Ex-Professional Footballer
The service & support provided by Aaron and Affinity, was friendly, efficient and very helpful. Thank you.
- MD, Advance Fuels
The service Steve provided was friendly & helpful.
- Cass Business School
Rob has always been very knowledgeable, helpful and proactive. He never rushes our meetings and takes time to understand our particular situation. We certainly don’t feel like another number in his list of customers.
- Cass Business School, City University
The consultant found us good deals, but when we already had the best price with someone else, he said so.
I have received excellent advice from my advisor for over 20 years.
I’ve been impressed with the support given to me by Joshua. I’d forgotten just how stressful house hunting can be, but it’s good to know that at least someone’s got my back financially.
- Senior Master and President of the Masters’ Common Room. BA; B.Ed (Hons), Eton College
Josh did you proud today at our meeting to arrange the mortgage. He was prompt, organised, competent, professional and clear in his explanations. The meeting was a most successful one thanks to his excellent manner.