Retirement Planning

To ensure you are in the best possible position to enjoy your retirement, it's essential to plan now.

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 approach

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 financial 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.

Our services

  • 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

If you would like advice and support with retirement planning, please get in touch.

Contact us today

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