I first met Keri when my late husband sold his company shares and we turned to Broadway Financial Planning for investment advice. Keri quickly impressed us with her vast knowledge and understanding of the financial marketplace and global economies.
Retirement Planning is Financial Planning
Planning for retirement should be a joy, but can also be a worry, with many of us concerned that ‘I’ve left it too late’ or we just ‘don’t want to have to think about it’. At Broadway Financial Planning we specialise in helping and advising you to understand the various options available as you approach your retirement. We will discuss your current working arrangements and explore what retirement means to you. Do you want to stop work immediately? Or scale down your working week? You may choose to supplement your income in the short term using available capital or prefer taking your pension benefits straight away. We will help clarify your position and provide a clear planning strategy so you can enjoy your retirement time.
Retirement Planning Service
Here’s how it works ...
Initially provide you with our Lifetime Cashflow service.
We meet with you, at an Annual Planning Meeting, to reassess your position and goals, review and update the Lifetime Cashflow and our recommendations, and ensure the plan remains on track.