Retirement Planning

It’s never too late to look at boosting your retirement income, especially if you see yourself holidaying, dining out or simply enjoying a few luxuries in your golden years.

Whether you’re in your 30s or already retired, Gordon Tate has the expertise to help.

Retirement planning depends on your financial circumstances and the age you start the planning process:

  • If you are in your 30s or 40s, we estimate the amount of money you would require at retirement and include investment options that would mature in 20 or 30 years’ time.
  • If you are close to retirement age or are already enjoying retirement but would like a higher income, we have a different set of options available for you to consider, such as equity release mortgages.

A financial review with an independent financial adviser from Gordon Tate Associates will give you peace of mind that your money and/or assets are working as hard for you as they could be so you can make the most of your retirement.

We know how important it is for you to receive financial information in plain English so you truly understand what we are talking about. We can also advise you on matters such as pension tax that can often be confusing.

Contact us for qualified, independent financial advice.