Retirement planning

Over recent years, there has been major changes to pension legislation, which means greater choice in retirement.

Combined with increasing life expectancy, it is more important than ever that you make the right decisions both before and at retirement.

At Bordier Wealth Planning, we can help you to achieve the retirement you want.

Our approach

We provide a bespoke service tailored to your individual needs with regular reviews designed to help you make the right decisions as you plan and approach retirement as well as throughout your retirement years.

We will assess your financial goals and discuss with you how these could be achieved.

You may wish to understand how much income you are likely to receive in retirement or how you can potentially boost your retirement funds.

As part of our discussions, we will consider factors such as your personal circumstances, your existing arrangements, and your attitude to investment risk.

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