Retirement Planning
Secure your Golden Years
How confident are you that you will achieve a comfortable income in retirement? At Betterment Wealth, we understand that pensions can feel confusing and overwhelming. Our team is here to help you grasp what you need to know – navigating to a secure and fulfilling retirement.
Whether you’re just starting to save for retirement or nearing retirement age, we can build a solid plan tailored to your unique needs and aspirations. Our team is also here for retirees, helping you optimise your income, navigate taxes and plan your future legacy.
Our Approach
How we help with pensions & retirement
To plot a course towards a better retirement, it is crucial to know where you stand. That is why we begin by thoroughly assessing your current financial situation – income, expenses, savings, investments and existing pensions – to discern what actions are needed.
We can craft a tailored plan from here to help you achieve your goals. This might involve tracking down and consolidating old pensions or building a tax-efficient withdrawal strategy. Whatever our recommendations, we will ensure you understand and are comfortable before implementing your retirement plan.
Key Benefits
The benefits of a retirement plan
A retirement plan assures you that you will have an income and safety net when you no longer rely on a salary. With a clear estimate of your future expenses, our team can help you secure the financial resources you need to maintain your desired retirement lifestyle.
It is never too late (or too early) to set aside funds for your future and build your nest egg. Life is unpredictable, but a well-conceived retirement plan will give you greater flexibility and adaptability to changing circumstances.
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Reduced stress
Enjoy peace of mind from knowing you have taken proactive steps for retirement.
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Lifestyle security
Gain realistic expectations about your future income and the lifestyle you will enjoy.
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Financial resilience
Be better prepared for inflation, longevity, healthcare costs and unexpected expenses.
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Legacy planning
Unite your retirement and estate plans to provide the best outcome for your beneficiaries.
Richard is excellent at explaining things clearly and tailoring options to your current and future financial needs.
Henry & Alex, Sussex
How We Help
Working with you towards a better life.
With a focus on innovation, personalised advice, and unwavering dedication to our clients’ success, we offer a range of services designed to transform your financial landscape.
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Financial Planning
Planning for future success with financial planning tailored to your goals. -
Savings & Investments
Grow your wealth with tailored savings and investment strategies. -
Pensions & Retirement
Secure your retirement with our expert pension planning and advice. -
Protection & Insurance
Safeguard your future with comprehensive protection and insurance plans. -
Tax Planning
Optimise your tax position with strategic planning and efficient solutions. -
Mortgages
Find the right mortgage solution to fit your financial situation and goals.
How can we help?
Ready to take the next step? Contact us today to discover how we can help you achieve your financial aspirations.
Frequently asked questions
Common questions regarding our financial planning service.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
A better life starts one step at a time. Take the first step today.
Call us on 0800 840 840 or get started below.
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