Retirement Planning

“What if I could have the retirement I really want?”

Whatever it is that you’re aiming for in your retirement, it helps to consider your options as early as possible. There’s no reason to leave anything off the table – with the right planning and support, you can set your goals high, knowing that you’ve got a solid plan of action to achieve them.

We deliver in-depth, tax-efficient planning to make sense of your finances and develop a roadmap for your financial future – with simple, clear and transparent fees.

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Our approach

Our Retirement Planning experts will create a bespoke plan to give you a clear-eyed view of the future and peace of mind that your retirement is on track. Our priority is that you feel a sense of security for yourself and for your family. 

Our services

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

Our expertise

Our teams of expert, personable professionals will translate complexities into a plainly-spoken strategy. The majority of our team are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification.

This year, we have been named the second-best advice firm in the FT Adviser's Top 100 list for 2022,  STEP's Accountancy Team of the Year at the 2022 Private Client Awards, and have been awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year for the third year. We have also held the Gold Standard Award for Independent Financial Advice for the tenth year.

What our clients say 

Our Financial Planners and Investment Managers are highly regarded for the services they provide. At present, our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor. 

Feedback from our clients

I am about 10 years from retirement and wanted advice on what that would look like financially, and whether there was anything I could do to ensure the best use of funds.

Alexandra showed me what my future income would be under different variables ie different retirement ages. She discussed my current pension plan and advised me on the best way to utilise my pension scheme. She showed me how to make the adjustments online. While many financial advisors can give good advice, Alex was brilliant at explaining everything really clearly and did not patronise me. She made me feel very comfortable and confident with her advice.

VouchedFor review

You can view all of our reviews here.

Get in touch

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

Contact us today

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CII Award - FP

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, 2 Chamberlain Square, Birmingham, B3 3AX
By Phone: 0121 232 9500
By E-mail:

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