Retirement Planning That Works for You

Preparing for retirement isn’t just about pensions—it’s about understanding what your future looks like and putting the right plans in place to make it happen. Whether you’re 5, 10, or 15 years away from stepping back, the earlier you get a plan in place, the better your long-term outcome.

At Investment Advice UK, we connect you with experienced financial professionals who can help you make smart, tax-efficient decisions about your retirement, income needs, and lifestyle goals.

What We Help With:

• Planning Your Retirement Date

Whether you’re aiming for early retirement or just want clarity on your options, we’ll help assess your position.

• Pension & Investment Strategy

Make the most of your existing pensions, ISAs, and savings. Get expert advice on drawdown, annuities, or consolidating pots.

• Tax-Efficient Withdrawals

Structure your withdrawals to reduce tax and increase flexibility.

• Building Retirement Income

Turn your assets into sustainable income that supports your lifestyle long-term.

• Legacy & Later Life Planning

Plan for inheritance, long-term care, and protecting your family financially.

Who This Is For

  • Individuals aged 50+ considering retirement within the next 5–10 years
  • Business owners planning to exit or transfer ownership
  • Professionals with multiple pensions and assets
  • People seeking confidence in their later-life income and estate planning.

Why Work With a Retirement Specialist?

Retirement is one of the most significant financial shifts you’ll ever make. Every decision on pensions, income, tax, and timing has long-term implications. We connect you to regulated, independent financial advisers with deep experience in retirement and later-life planning.

What clients value:

  • We only work with FCA-regulated advisers
  • We make sure the adviser is suited to your asset size and needs
  • Your appointment is arranged professionally, with all details confirme
  • There is no charge for an initial appointment to discuss your requirements
  • Your time isn’t wasted speaking to the wrong firm
  • You get clarity, structure, and a proper wealth plan

Ready to Take the Next Step?

we’re here to connect you to someone who can give the right advice.

How it Works

  • 1

    We Speak With You First – You’ll have a conversation with one of our Client Liaison Specialists, where we gather the essential information to take the next step.

  • 2

    We Select the Right Adviser for You. We then choose, from our carefully selected panel of FCA-regulated advisers. The match is not random — it’s based on fit, capability, and track record.

  • 3

    We Arrange Your First Adviser Meeting. We book your initial conversation directly with the adviser at a time that suits you. This meeting is usually held on Zoom or Microsoft Teams