Getting Retirement Planning Right

Your Retirement, Your Way

Retirement is your time to explore new passions and live life to the fullest. Our retirement planning experts help you create a personalised retirement plan, ensuring you have a steady income stream and the financial resources to enjoy your golden years. Start planning today and embrace the retirement you've always dreamed of.

Dreaming of a comfortable, secure retirement?

Let Town Close, your trusted local financial partner, help you turn those dreams into a well-crafted plan.

Why Choose Town Close for Your Retirement Journey?

  • Local Expertise, National Strength: As a UK-based firm, we understand the unique financial landscape and regulations that impact your retirement savings. We're right here in your community, ready to offer personalised support.
  • Tailored Approach: Your retirement goals are as individual as you are. We create bespoke strategies to match your specific needs and aspirations.
  • Holistic Planning: Retirement is about more than just finances. We help you consider lifestyle, healthcare, and legacy goals as part of your comprehensive plan.
  • Ongoing Support: Our relationship doesn't end when you retire. We're here for you every step of the way, offering guidance and adjustments as life changes.

Key Questions to Consider for Your Retirement Planning:

  • When do you want to retire? Early retirement? Traditional age? Phased approach?
  • What kind of lifestyle do you envision in retirement? Travel, hobbies, downsizing?
  • How much income will you need to support your desired lifestyle?  Consider everyday expenses, leisure activities, and potential healthcare costs.
  • What are your current retirement savings?  Pensions, ISAs, other investments?
  • How can you maximise your retirement income?  Explore tax-efficient strategies and income drawdown options.
  • How do you protect your loved ones after you're gone?  Estate planning, inheritance tax, legacy wishes.
  • What if you need care in later life?  Understand the costs and explore long-term care funding options.

Let's Start Talking

Contact Now

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