Retirement Planning

vantage financial planning

Retirement planning can be complicated but we can help give you the answers and take the tension from your pension.

Whether you are building a fund for your retirement or looking at getting the best income stream from your existing funds, we are here to help.

We offer advice on existing schemes and starting new schemes. Our range includes:

All personal pensions including Stakeholder, Personal Pension Plans and Self Invested Personal Pensions (SIPP’s).
Advice on Pension switches.
Workplace Pensions (See advice for businesses).
Pension options at retirement including all types of Annuities and drawdown plans.

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

Make an appointment to talk about retirement planning.

You can make an appointment for a no-obligation free consultation by calling us on 01502 586627, emailing us, or clicking here to fill in our online contact form. Go ahead, we’d love to hear from you!

Contact Us

Trust the Numbers

Creating Personalised Solutions
For All Of Our Clients

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EXPERT advisers

Years in Business

WHAT OUR CLIENTS SAY

"Robert was very professional and knowledgeable -- he listened to what my wife and I wanted to achieve with our finances. He got us the best possible deal on our mortgage and also set up insurance policies to protect our newborn son should anything happen to either one of us. I have highly recommended Vantage Financial Planning to family and friends and would work with them again in the future."

Mark Hurley
Oulton Broad

"I’m so pleased that I took advantage of the pension review from Vantage. I’ve put substantial funds into personal pensions over the years, and to be honest never paid much attention to them. I assumed the investments that my pension company was making on by behalf would be fine. How wrong I was! Your sound advice really brought into focus how inadequate my current pension was, and with your help I am finally planning properly for my retirement. Thank you!"

Peter Boulton
London

"We have been particularly pleased with the high levels of knowledge and client care, together with an attention to detail, that was lacking when we were dealing with the banks and other previous advisors. We have also been impressed with the consolidation of our investments which has helped with our understanding and paperwork. We would certainly have no hesitation in recommending Vantage Financial Planning to friends, family or colleagues and have already done so."

Mr & Mrs Arnott
Lowestoft

Make An Appointment

You can make an appointment for a no-obligation free consultation by calling us on 01502 586627, emailing us, or by filling in our online contact form here.

Go ahead, we’d love to hear from you!

vantage financial planning