Approaching retirement
Your retirement roadmap
With a few years to go until you retire, now is a great time to review your plans and take stock of where you are currently and where you’d like to be.
These final years of working are a critical period for successfully making the transition into retirement, so the more you can do now to boost your financial security, the better.
Services for people approaching retirement
Fine-tune your plans
We’ll help you understand how the decisions you make will affect your future. We will work with you to define your goals, review your income needs, and fine-tune your plans for retirement.
Review existing pensions
To help get you to where you want to be, we’ll review any existing pensions, savings and investments. We do this to make sense of what you have and what it means for your future goals.
A long-term strategy
Rest assured; we’re not going anywhere. We work with you on an ongoing basis to ensure that you stay on track to meet your objectives and have all your ducks in a row as you settle into retirement bliss.
The Consolidare approach
Ultimately, what we deliver is a long-term strategy that will see you through your much-awaited retirement. We equip you with the confidence to enjoy your retirement and a clear grasp of your financial position.
Frequently asked questions
Find out the answer to some of our most asked questions. If you can’t find your answer here, then get in touch.
How can I book an initial meeting?
You can use the contact form at the bottom of the page or by email at ben@consolidarewealth.co.uk or call Ben on 07795 565143.
Are you regulated?
Yes, we are regulated by the Financial Conduct Authority. You can view our profile on the FCA Register here.
