LIFETIME FINANCIAL SOLUTIONS People at retirement Enabling you to live the life you want after work If you’re in your 50s or 60s, you’re likely to be thinking about retirement or planning to retire soon. Nevertheless, you’re bound to have questions and anxieties surrounding your financial situation and your ability to live the life you want after your working days are over. You might have various pensions, savings and investments, but you’re not sure where they are, what they’re worth or whether they’ll see you through a happy and enjoyable retirement. On the other hand, you might have some awareness of what you have, but you may feel like this won’t be enough to meet your lifestyle needs. The prospect of retirement can be daunting, but financial advice can help you plan for the new adventure that it’s supposed to be. Here’s how we can help: We get to know what kind of lifestyle you want in retirement. Whether that’s plans to travel or a new venture you’re hoping to pursue, your aspirations and objectives will be at the heart of any advice we give. We’ll help you make sense of what you have in terms of pensions, savings and investments, dealing with all providers and explaining the options you have and the income these will provide for you in retirement. We’ll investigate your State Pension, the bedrock of most people’s retirement income, to help you understand what it will give you, and when. If you’re looking to retire early, we’ll show you whether that’s possible and the steps to take to get there. If you don’t want to downsize but you’re looking to release more equity to enjoy life after work, we’ll help you understand whether Equity Release might be the suitable option for you. If you’re looking to financially help your children or grandchildren, we’ll help ensure you’re gifting suitable amounts which won’t put your own financial future in jeopardy. If you have a large estate, we’ll show you how you can maximise the amount you leave to your loved ones and help to minimise the tax they will have to pay. If you want to plan for retirement or finish work now, our independent financial advisers are here to help. Fill out the form below and someone will be in touch. EXPLORE Our Services MEET Our Team VIEW Case Studies HOW CAN WE HELP YOU? Send an enquiry What is your name, please?* What number should we call you on?* 0 of 12 max characters What's the best email to contact you by? How can we help you?* Our Norfolk Office Blofield Business Centre Woodbastwick Road Blofield Heath Norwich NR13 4RR 01493 369061 info@lifetimefinancialsolutions.co.uk Our Suffolk Office Unit T Camilla Court Nacton Suffolk IP10 0EU 01473 356556 info@lifetimefinancialsolutions.co.uk Mortgages on and equity released from your home will be secured against it. Lifetime Financial Solutions is a trading name of Sophex Limited which is authorised and regulated by the Financial Conduct Authority, Financial Services Register Number: 457902. You can find Sophex Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: 05882188. Registered Office: Blofield Business Centre, Woodbastwick Road, Blofield Heath, Norwich, NR13 4RR. 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. If you wish to register a complaint, please write to or telephone Ian Couling at our Norfolk Office. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. 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 or by contacting them on 0800 0234 567. 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 Financial Conduct Authority does not regulate Tax Planning, Will Writing, Commercial Buy To Lets and some forms of Estate Planning. Click here to read our privacy policy. © Copyright – Sophex Ltd We are using cookies to give you the best experience on our website. You can read our privacy policy here. Accept