Retirement planning
We help you identify the time at which your finances are sufficient to allow you to choose your own path whether it be reducing work or choosing retirement.
Getting the best from your pension
Whether you are just starting to think about your long-term plan, reviewing what you have already or are about to take your pension benefits; Gresham Financial provide expert advice to ensure you get the best from your pension. We assist you in identifying the resources available, setting realistic goals, guiding you through the pension and non-pension options available and provide you with a comprehensive plan designed with the aim of meeting your goals.
Retirement planning is not a one-off task. Once your initial plan has been set up, we can help you review your plans regularly to make sure you are setting aside enough, saving in the best way and help to ensure that your plan remains on track.
“I have been associated with Nick for the past 15 years and have always been pleased with his expert financial advice. Nick has demonstrated a breadth of knowledge, not only with the management of my investment portfolio, but also across the complexity of financial issues that one faces. Noteworthy is the continual focus on long term planning, the independence of the counsel and the leverage of specialist third parties when necessary. I would recommend him highly.”
Send us a message
If you would like more information on retirement planning please send us a message.
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Latest financial news
Show me the money
102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under
Evolution of bonds
Increasing awareness of intergenerational wealth transfer A significant proportion of people (47%) plan to pass on their wealth to future generations, with over a third
Unlocking financial freedom
Save, invest and grow your wealth for a secure future A Self-Invested Personal Pension (SIPP) is a type of personal pension that provides you with