Financial Planning for...

Retirees

Lasting success is built, not rushed

With retirement a decade or less away, there’s no better time to start thinking about how you’d like to spend it and taking steps to prepare. While many think retirement planning is solely about investing, it’s so much more than that. It’s about reviewing your income, visualising your future and setting yourself achievable goals.

We’ve got you covered

Assess your current situation

We’ll review your savings and pension pots to gain a clear understanding of where you stand today, then work with you to create a tailored plan to help you reach your goals for the future.

Establish when you can retire

You’re probably wondering, “When can I afford to retire?”. Using cashflow planning, we’ll help you confidently set a retirement date, with the flexibility to adapt as life changes.

Build a long-term financial plan

Our work goes beyond preparing you for retirement. We’ll create a lasting plan to guide you, ensuring you have the confidence to keep achieving your goals well into the future.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

We’re in your corner, no matter what

We treat every client who walks through our doors as an individual, and our goal is for you to leave feeling empowered knowing you’ve made the right choices.

When you work with us, you don’t just get a financial planner – you get a team that genuinely cares about you. Each of us brings a different strength to the table, and that’s what makes the CD Financial team so unique.

As part of our service, we also provide advice on insurance and protection. Life is full of uncertainties, and having the right cover in place can give you peace of mind that you are financially protected should the unexpected happen.