Retirement Planning Cardiff
It's never too early to start planning for the future with our retirement and pension advice.
Ready to enjoy your golden years?
Want to travel the world, sun yourself on cruise ships and make the golf course your new office? Of course you do! You’ve worked hard for years and years, and now it’s time for you to get a little something back for all those years of hard work and sacrifice. The good news is that you came to us when you were still working and started putting money away the smart way.
We sat down, listened to your dreams, shared a few of our own for good measure and created a successful retirement strategy. You came away with a clear, simple, and personally tailored investment plan that managed your funds and allowed you to retire in the strongest position possible. As retirement specialists, Sanctuary understand the importance of careful planning of your finances to ensure a secure and comfortable retirement. Our experienced team is here to help you navigate the complexities of retirement planning with confidence.
Want to write your story so it reads just like this? Discover Sanctuary retirement planning and pension advice in Cardiff - the smart way starts today.
Here's how we'll make your pension work for you:
- We’ll run through the numbers and work out how much money you have, how much you'll need, and how much you can put away — simple!
- Make sure your tax allowances are always used the right way so you can save and invest efficiently.
- We’ll sit down and comb through every detail of your pensions and investments to see what’s really going on.
- Present you with a bespoke investment plan that makes your dreams for those golden years feel within your grasp.
- For further pension advice in Cardiff, get in touch with us!
Our Services
With years of experience in retirement planning, we have the expertise and knowledge to guide you through every stage of the process. From assessing your current financial situation to creating a sustainable withdrawal strategy in retirement, we'll be with you every step of the way.
Retirement Income Planning
We'll help you calculate your retirement income needs based on your desired lifestyle and expenses, taking into account factors such as inflation, longevity, and healthcare costs.
Pension Advice
Navigating the complexities of pensions can be daunting. Our team specialises in providing pension advice in Cardiff, that is tailored to your individual circumstances, whether you're looking to optimise your contributions, consolidate multiple pensions, or explore income options in retirement.
Investment Strategies
We'll work with you to develop an investment strategy that aligns with your risk tolerance and retirement timeline, helping you grow your savings while mitigating risk.
Contact us today to schedule a consultation and find out more about how we can help you with retirement planning in Cardiff. Let us help you navigate the complexities and achieve your financial goals with confidence.
What were the circumstances that caused you to look for a financial adviser?
Advice about transferring an occupational pension into a private pension.
How did they help you?
Helped by giving me advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension and monitoring its performance.
What is your current situation? Have you seen the outcome you were hoping for?
The pension is now invested in a suitable personal pension, which is appropriate to my individual nears, the outcome has been very favourable.
What could they have done better?
Nothing, I am very satisfied with the pension advice and services I have received.
Kathryn Risca
Client of Gareth's since 2015
Book a free consultation
When you’re ready to really start living your life, we’re always right here. Why wait?
Cardiff Office
5 Neptune Court, Vanguard Way,
Cardiff CF24 5PJ
London Office
86-90 Paul Street,
London, EC2A 4NE
(+44) 02920 482 477
info@sanfp.co.uk
Sanctuary Chartered Financial Planners & Sanctuary Financial Planning are trading styles of Sanctuary Financial Limited that is Authorised and Regulated by the Financial Conduct Authority. FCA Register number 807536. Registered in England and Wales Reg. No 09509709. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.