Retirement Planning Advice

Take control of your financial future with Retirement Planning

Planning for retirement can be daunting. Thinking about how you'll fund it and whether you can afford to do the things you want can be a worry. But it doesn't have to be.

With the Bank House Wealth lifestyle financial planning process, well put everything together in clear plans to give you a sense of comfort and control.

Get your retirement questions answered

You probably have a whole host of questions and might want to know things like:

  • Do I have enough to retire?
  • Will I always have enough?
  • Can I make sure my family are looked after?

Whatever your questions, were experts at helping you get the answers you're looking for and may even answer some you've not thought of.

What's right for you?

Retirement means something different to everyone. By helping you decide what lifestyle you want we can then work out how your finances can get you there.

Before you can work out what to do with your money, and whether flexibly drawing down funds when you need them or taking a guaranteed income for the rest of your life is best, you first need to decide what kind of retirement lifestyle is right for you.

Your neighbour might love the idea of going travelling for three months every year, but you cant think of anything worse. What's right for you is different to what's right for others.

To work out how to plan your retirement, you first need to decide what lifestyle you want.

It all starts with a chat. Real Advice, For Real People

We'll show you:

  • When you can afford to retire
  • How much money you'll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle