Retirement Planning

Retirement planning is a large subject and can involve many different elements. One of the largest elements is typically a pension, but even pensions can come in many different guises.

The investment team at David Burnell Financial Services are here to help you make the absolute most of your retirement and in order to realise your goals, it is never too soon to start planning. It is remarkable what the difference of just an extra few years of investment can make to the size of the retirement fund.

If starting a personal pension is right for you (and anyone from the age of one day old can start saving into a pension), then the sooner you start saving, the longer your investments have to gain in value and the larger your pension pot should be.

How much you’ll need to save and invest depends on your personal circumstances, and the lifestyle you’d like in retirement. And remember, a pension should only be viewed as a part of your overall retirement planning.

So, whatever your age, whether you’re just starting employment, approaching retirement, or somewhere in-between, we are here to help with your retirement planning and make it bespoke to you.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation
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