When can you retire?

Pensions Advice and Retirement Planning

No one wants to work forever and in the current financial climate planning ahead has never been so important. While you are likely to accrue a basic state pension throughout the course of your working life, in many cases this is far less than the amount most people would be comfortable living on. That is why good pension advice is so important.

By planning ahead and applying pension tax efficiency, you can avoid any possible shortcomings and realise your full financial potential in retirement.

We will work closely with you to understand your plans in retirement and ascertain where you are, and where you need to be in order to achieve your desired lifestyle.

One of our experts can help you answer the following questions:

  • When can you retire comfortably
  • How much do you need to save
  • How to reach your desired financial future
  • What to invest in to be able to retire sooner
Arrange your free initial consultation
Our advisers

Your adviser will work with you to understand your current situation and appetite for risk. All of the advice given will be tailored to you, your circumstances and your objectives.

You will be supported throughout your financial planning journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.

View our team

What our clients say

The customer service and one to one is exceptional

Patrick Lavin

Stuart has looked after our affairs for a number of years. He has always provided sound information and advice and we totally trust his judgement and recommendations. We feel very at home dealing with Stuart and nothing is too much trouble.

Pauline H

Always approachable with clear, friendly advice and instructions, responding to changing personal circumstances. I appreciate the continued long term relationship built up over many years which is both friendly and professional. The advice received has delivered excellent portfolio results which I will continue to rely on and trust with my future.

Colin MVia Trustpilot

James Hogg is a credit to Pareto. Always professional, well presented, organised and knowledgeable. He is a great listener, explains your options very carefully, checks your understanding and puts you at ease with decisions you then go on to make. He responds to requests speedily and makes himself available at short notice. I highly recommend James, particularly for clients who find the world of pensions and investment a mine field!

Louise F

Marcus has been a great support at times when I’ve needed to discuss and determine the best approach given my unusual circumstances. He helped me realise there is significant client support and a wealth of knowledge to Determine the right financial decision.

Damian Killen

I have known Stuart for many many years and he has represented me throughout this time outstandingly. He is an incredible financial advisor and has gone above and beyond in his work for me. He is always available, discreet and so personable that I would have no hesitation in recommending him to absolutely anyone. In fact, I have done so on several occasions. I class Stuart as a great friend, a superb advisor and a man of impeccable principal and class.

David Unsworth

The best compliment I can give to Stuart is that I trust him implicitly to advise me on how best to manage my finances to secure the best possible future for me and my family. I love my family more than words can describe and the trust I place in Stuart is thus no small thing. Great guy.

Chris SuttonJMW
Find us
Level 7, Tower 12,
18-22 Bridge Street,
Manchester
M3 3BZ
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