Retirement: Financial Planning for enjoying the next chapter

Name: Catalyst
Price range: $

A tailored financial plan helps you to retire in confidence, knowing you have enough to live a comfortable retirement.

Looking towards your retirement

Deciding when to retire can seem like a daunting prospect. It’s easy to get caught up in the pressures of the day forgetting that the decisions you make now can impact your later life.

Does this sound like you?

Are you finding it difficult to understand your retirement options?

Are you unsure how your hard-earnt income can be used to fund your retirement?

Are you worried you won’t have enough income from your assets to retire comfortably?

Are you concerned about the cost of later life care?

Do you want to protect your family from inheritance tax?

Knowing the options available to you can help make this life-changing decision easier, a financial plan will ensure you're on the right track to retirement, and to help you to enjoy it once it comes.

What is the value of a financial plan?

A tailored financial plan gives you the safety and security to make future financial decisions, safe in the knowledge you’ll be able to enjoy retirement.

Speak to an expert

How can Catalyst Financial Planning help you?

As trusted financial planners, we have helped many clients retire successfully at the time of their choosing.

We understand that there is a lot to consider when looking to retire and as independent financial planners we provide you with impartial advice, tailored to your needs.

We can help you with a wide range of financial concerns including; your pensions and investments.

Whether you’re looking to travel or spend quality time with your family or friends, our financial plans ensure your pensions, investments and assets will last as long as you need. Allowing you to live your retirement with confidence.

Speak to an expert

What our clients say

The advice that I’ve been given has enabled me to do a lot of things that I had really wanted to do all my life.

Margie Crawford

Create your financial plan

Book a call

Book a complimentary discovery call with one of our expert Financial Planners today to find out if we can help you with your finances.

Book now

Explore

Our Independent Financial Planners will help you explore where you are today & where you want to be in the future.

Create

We will create a highly detailed financial plan to show you if you are on track to achieve your goals, highlight opportunities to get you there & maximise your finances.

Execute

We will put your plan into action, implementing any financial products & ensuring they are right for you & your circumstances.

Find out more about our process

Are you ready to take control of your financial future?

Find out how we can help you achieve your financial goals today by booking your complimentary discovery call.

Speak to an expert or

Speak to an expert

Email communications are not secure and, for this reason, Catalyst Financial Planning Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.

Email Us

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rate and tax legislation.

The value of investments and income from them may go down. You may not get back the original amount invested.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority does not regulate will writing, inheritance tax planning and most forms of buy to let mortgage.