Retirement Planning Newcastle

Our retirement advisers work with clients by providing an initial individual retirement planning and pension review, working with them to understand their objectives – both in the short term and the long term. Our team would then undertake research and provide tailored retirement planning recommendations to help clients plan for, enter into and navigate their way through their retirement.

Retirement Planning Newcastle

Whether you are thinking about commencing planning for retirement, retiring early, reviewing existing plans, or even considering drawing your benefits from existing schemes (company or private), with so many factors to consider, most people worry about retiring on less income than they would like.

As it is no longer feasible to rely on what the state pension will pay you, it is vitally important to obtain the right financial planning advice for retirement as early as possible.

Pension regulation is still a very complex area. We can help you to consider and understand your options as you approach retirement and find suitable ways to draw your benefits.

We recognise that the pensions world never stands still. Our advisers are specialists in providing advice and guidance on all aspects of retirement planning.  We take into consideration how it interacts with Government legislation, taxation, means-testing and state pension provision.

Our Independent Financial Advisers will provide appropriate advice and analysis of your retirement needs and will discuss the following areas with you:

  • How much income you require in retirement
  • What effect inflation could have
  • The age at which you wish to retire and the flexibility of income you need in retirement
  • Recommended retirement solutions from the ‘whole of market’ in all areas of planning for retirement in line with your objectives
  • Reviewing the other factors that should be considered in your retirement planning, such as state pension entitlements, investment income, property income, equity release and downsizing

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Providing retirement planning advice to clients across Newcastle, Sunderland, Durham, Teesside and Northumberland

Call us on 0191 468 2500 and one of our Retirement Advisers will be happy to help or arrange a call back

Newcastle Retirement Planning Team

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

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For further details please contact us.

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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London | Swanley | Hertfordshire | Camberley

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.