Investment Services

Start now for a stress-free retirement

Retirement planning might sound premature to many but here at RP Financial, we have plenty of experience in helping clients to secure their retirement, no matter how far away it might seem right now without significantly changing their current lifestyles.

You may think that retirement is too far away to worry about but time flies and if you start preparations early, you can avoid the stress of having to play financial catch up by acting early and best positioning yourself for your retirement.

We all think of retirement as the chance to take a well-earned break from the stresses of working life, or to have the choice to work far less. But without a solid financial plan in place, expats, in particular, can find themselves struggling. Our advisors help you plan the future, bringing together your retirement plan along with your legacy plan.

It is sensible to cater for the possibility of expensive long-term care, as well as for a robust legacy strategy to look after your family when you have passed away.

We offer experienced and coordinated advice on UK pension transfers, saving for retirement, investments generally, will writing, trusts, and funding options for long-term care.