Approaching retirement

We believe that your hard-earned wealth should last your lifetime. Through proactive financial planning, we can help ensure your retirement years are happy and secure.

Retire with confidence

Pension and retirement planning can be a complicated business – and when you’ve worked hard to build up what you have, you want to be sure you’re making the right choices. You might be wondering how best to access your pension funds, or how much income you’ll need for the lifestyle you want. We can help you answer these questions and more.

We’ll work with you to establish what matters most for your future. Whether your goal is to retire early, be able to pass on some of your wealth, or simply be in a position where you can live comfortably, we can ensure there’s a plan in place to make it achievable.

 

A pension is a long term investment. Depending on the pension arrangement you have, the fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

Understand your position

People often come to us on the cusp of retirement unsure of where they stand, with multiple pots and statements accumulated over the years. We can help simplify your situation and put you in a more informed position.

Make the most of your pension

There are so many options available when it comes to when and how you take your pension. We’ll help to establish what’s best for you and your circumstances, so you can make your pension work harder in line with your goals.

What our clients say

What our clients say

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of our clients believe we’ve helped them achieve their financial goals

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of our clients would recommend us to others

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of them said they already have!
Andy King
I trust Enhance and I know Lee has my best interests at heart.
Denise
Lee has brought me peace of mind and has given me confidence in my financial future.