Retirement Planning

When you’ve worked hard all your life, it is reassuring to know that you have provisions in place to support the lifestyle you deserve post-retirement. Whether you want to treat yourself to your dream holiday, help your family members financially, or simply live comfortably and securely in retirement, independent financial advice from Rosewood Wealth Management could set you on the path to achieve financial freedom.

At Rosewood, we understand that retirement is a significant milestone in life. By reviewing your pension, investments and wider finances we will work with you to create a long-term strategy to prepare you for retirement.

Try our retirement planning questionnaire and find out your retirement income in 5 minutes

Take control of your future

Retirement planning from Rosewood considers not just your current and predicted financial situation, but also your personal aspirations. We consider the short-term and long-term impact of your retirement options, recommending only the most suitable products to meet your unique needs.

Our friendly advisors aim to empower you to take control of your future so that you can retire on your own terms. Whether you’re about to retire and would like to start withdrawing from your pension, or you would like advice on how best to manage multiple pension pots, Rosewood is here for you.

Pensions (Retirement)

Pensions (Life Transitions)

Pensions (Wealth Building)

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken. Pension savings are at risk of being eroded by inflation.

Have you planned for your retirement?

Retirement planning from Rosewood considers not just your current and predicted financial situation, but also your personal aspirations. We consider the short-term and long-term impact of your retirement options, recommending only the most suitable products to meet your unique needs.

Retirement PlanningGet in touch