Retirement Planning

As life expectancy continues to rise, retirement could span more than 30 years. To make sure you are in the best possible position to enjoy your retirement, it’s essential to plan now.

Financial Planning for Retirement

In recent years the changes to pensions legislation have created greater freedom and choice as to how pension assets can be used. However, with freedom and choice comes complexity.

Nowadays, it’s common for many people to have accumulated an array of different pension agreements throughout their working life.

Our Retirement Planning experts will advise on the best way forward for retirement, helping to review your pensions and investments, building a retirement plan for financially security. These plans are not set in stone and as our relationship with you develops, we will update and amend them to fit your circumstances.

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Our services include:

  • Pension reviews
  • Pension consolidation
  • Protecting your wealth
  • Saving for retirement
  • Retirement income strategies
  • Investment strategy

Our expertise

Our teams are extremely capable, personable and professional. The majority are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification.

In 2019, we were ranked 5th in the Financial Times’ Financial Adviser’s Top 100 Advisory firms in the UK and were awarded the Gold Standard Award for Independent Financial Advice for the eighth year running.

Get in Touch

Call us on 07990 527585 or complete the form below to find out more about how we can help you plan for the future.

Your personal data is collected by Mazars in the United Kingdom, the data controller, in accordance with applicable laws and regulations. Fields marked with an asterisk are required. If any required field is left blank, it will not be possible to process your request. Your personal data is collected for the purpose of processing your request.

You have a right to access, correct and erase your data, and a right to object to or limit the processing of your data. You also have a right to data portability and the right to provide guidance on what happens to your data after your death. Finally, you have the right to lodge a complaint with a supervisory authority and a right not to be the subject of a decision based exclusively on automated processing, including profiling, that produces legal effects concerning you or significantly affects you in a similar way.

Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: mfp.compliance@mazars.co.uk

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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