Local retirement planners in Fareham & Lee-on-the-Solent.
Experienced retirement specialists. Helping you realise the life you desire.
Retirement Planning Specialists
The importance of retirement planning has never been greater. People are living longer, and individuals may need to fund a retirement well in excess of the usual 20 years
Tailored advice from an independent retirement planner or retirement planning specialist can ensure you are and remain on the path towards the life you desire.
Whether you are pre, at the point of, or currently in retirement, we can help. Our retirementplanning specialists, are on hand to talk you through the options that best fit your financial means and desires for later life.
Whether you are looking for a retirement planner, or simply have a question or two, contact our friendly, local financial advisers today.
We are here to help.
What will your retirement planner do?
Your dedicated retirement planning specialist will:
- Take the time to understand your retirement plans
- Assess your current financial position and whether you are on track
- Recommend an appropriate mix of investments – pensions, income funds, buy-to-let investments and more
- Formulate a bespoke retirement plan tailored to your specific goals
The three stages of retirement
There are 3 core stages to retirement. Our skilled, experienced retirement planners will work with you to make the right recommendations whether you are pre, at the point of, or in retirement.
At this stage your retirement planning specialist will help you plan for the financial future and retirement you deserve. Your retirement planner will also work alongside you to understand your long term plans, the retirement you seek and make smart choices and recommendations
If you’re approaching retirement age, or are looking to retire we consider this being ‘at retirement’. If this is you, speak to one of our experienced retirement planning specialists about how to make your later life as tax efficient as possible, the assets you have, and the lifestyle you desire.
If you’re at this stage of retirement it’s likely you’ll be focusing on making your money last for the rest of your lifetime. You may well be thinking about your financial legacy – leaving your money to your loved ones, supporting any dependents, and possibly the provision for long-term care.
Specialist, local retirement planners
Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire.
Our fully independent retirement planners and pensions advisers will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.
Ian Batterbee, Practice Principal
Ian is a respected, trusted retirement planner with over 25 years’ financial services experience. One of Ian’s skills, is his ability to communicate complex financial matters to his clients.
Further to that, Ian’s calm approach coupled with his experience, helps his clients, resist the urge to make emotional & potentially damaging financial decisions
George Rashbrook, Financial Adviser
George has been a retirement planner since 2005. He specialises in areas of sophisticated technical advice and is an experienced pensions specialist.
George is knowledgeable in all areas of pension planning including Workplace Pensions with a particular specialism in Public Sector pension advice.
Saving towards your retirement
Our experienced, retirement planners will provide you with robust advice, and support in a number of areas including:
- Helping you to understand the value of your current assets, and how they can be used to fund your retirement
- How much and how often you will need to save or invest
- Pensions – personal, stakeholder, company, self invested personal pensions (SIPPs) and drawdown
- Making use of your annual allowance, and steering you through the confusing tapered annual allowance for high earners
- How other savings and investments, such as ISAs, funds, property, equities and more, will help fund your retirement
- Ensuring your hard-earned savings and money are invested in line with your goals
Watch what our customers have to say about working with Sterling and Law Hampshire.
We are proud to receive such detailed, and clear feedback on why working with our retirement planners has helped them towards their financial goals and objectives.
Ian has helped me to understand and set up a robust retirement plan as well as a diverse investment strategy. I have used Ian Batterbee several times In the past ten years for advice on my various pensions and investment portfolios.