Planning for retirement

The further you go through life, the more you start thinking about what you want your retirement years to look like. With some careful financial planning, you can put yourself in the best possible position to be able to afford the retirement you’ve dreamed of.

For the future you want

Retirement means something different to everyone, and we truly believe it can be whatever you make of it. All you need is a plan, and the sooner you start to get organised, the better.

We help people financially prepare for and achieve the retirement lives they dream of. We’re here to help alleviate any worries you may have around this time, and leave you feeling confident and secure for the future.

You might be asking…

Should I consolidate my pension pots?

While consolidating pension pots can make things much easier to manage, the benefits need to be weighed up against the potential downsides, so you should seek professional advice.

How much will I need to retire comfortably?

We will work with you to calculate how much is enough for your retirement, so you can still enjoy a fulfilled lifestyle.

Will I have enough to be able to do the things I want?

Our financial planners work with you to understand your goals, and once that’s done, they can take steps to put your finances in the right shape to achieve them.

Should I transfer my pension?

You might face costly exit fees if you transfer away from your current scheme, so it’s best to speak to a financial planner to ensure you’re making the right decision.

Am I paying too much tax?

If you’re unaware of the tax reliefs and allowances that might apply to you, our financial planners can look at your circumstances and recommend ways to take advantage.

Can I afford care in later years?

Many people underestimate how much later life care will cost, but our experts can build this into your personalised financial plan so you’re fully prepared.

How we’ll help

We work with our clients to create a tailored financial strategy around their needs and goals. That might entail the following:

Understand your position

We’ll review your current financial situation and build a clear picture of what you have in relation to where you need to be.

Explore your goals

We’ll dig deep into what your ideal retirement looks like, including the kind of lifestyle you’d like to maintain.

Build your plan

We’ll create your personalised financial plan, designed to take you from where you are now to the retirement of your dreams.

Stay on track

With regular reviews, we can ensure your plan stays fit for purpose and aligned with what you’re working towards.

The most significant thing that makes Scottsdale stand out is that they really spend time to understand your needs and what you are trying to achieve. They then use this to find the best product for you rather than pushing something on a commission basis which I have experienced in the past from other companies.

Mr S

Throughout the whole complicated process of amalgamating and advising us on our numerous pension funds, we have found them to be extremely knowledgeable, friendly, and sincere. While helping us they demonstrated that nothing was too much trouble.

Mr and Mrs D

I’ve used quite a lot of other companies before, but Scottsdale go more than the extra mile for you. For all your financial needs go to them, they’re the very best!

Mr W

Not only have they succeeded in ensuring we take necessary and, to be frank, overdue steps to improving our financial protection, but they’ve also taken the time to debate our options with us, explain these options in simple terms and at all times remain appreciative of our available resources.

Mr I

Fancy tea and biscuits? It’s on us

Book an appointment

We'd love to hear from you and see how we can help you achieve your financial goals. Just fill in the form below, give us a call, or drop us an email.

Approver: Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 05/04/2023

Scottsdale Lifetime Partners is a trading style of Lifetime Wealth Management an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

Registered address: 12 – 14 Upper Marlborough Road, St. Albans, England, AL1 3UR

Scottsdale Lifetime Partners, a trading style of Lifetime Wealth Management, is a Limited Company registered in England and Wales no. 04631136.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.