Thinking of retiring soon?


A Better Retirement

Picture your ideal retirement: travelling the world, spending time with loved ones, pursuing hobbies. Let's create a financial plan that makes your dream a reality.

The Considerations

Let's get to know you

Retirement should be a time of freedom and enjoyment, not financial stress. At Town Close, we specialise in helping soon-to-be retirees like you navigate the transition and secure your financial future.

Retirement Income

We'll work with you to analyse everything from your pension plans, and investment portfolios to ensure a sustainable income stream throughout your retirement.

Risk Management

We'll develop a plan to mitigate potential risks like market fluctuations and develop strategies to minimise your tax burden when you retire.

Legacy Planning

From healthcare to ensuring your assets are distributed according to your wishes. We can guide you through the estate planning process and connect you with legal resources.

Inflation Protection

We'll create an investment strategy that considers inflation to ensure your purchasing power is maintained throughout your retirement.

Retire with Confidence

At Town Close, we go beyond just managing your money. We'll be your partner throughout your retirement journey, providing ongoing guidance and support to ensure peace of mind.

Get personalised financial service details

Ready to take control of your financial future? Schedule a complimentary consultation today and let's spend some time talking about you and your aspirations.

Let's Start Talking

Contact Now

We’d love to hear from you and we offer three handy ways for you to get in touch.
Use whichever way best suits you and we'll aim to respond within two working days.

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For any inquiries, please contact:
Or you can call us on:
07379 246440