Pension and Retirement Financial Adviser

Whether you plan to retire at a given age, or whether you gradually reduce your working hours and increase your leisure time, our experienced team of pension and retirement financial advisers provides practical solutions for managing assets, establishing sustainable income, and enjoying a secure financial future.

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Comprehensive pension and retirement financial advisory

A pension and retirement financial adviser is a trained financial expert who helps you evaluate savings and investment plans for retirement, focusing on retirement planning and successful money management.

At Holden & Partners, our dedicated and well-qualified team of advisers provides comprehensive retirement planning services. We help you manage pensions, investments, and tax strategies with precision. We aim to simplify complex decisions, ensuring your wealth is protected and investments are aligned with your long-term goals.

We provide expert guidance to ensure you manage your cash flow and enjoy the retirement you have dreamed of.

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Expert retirement financial advice

Tax planning
Beyond just saving, retirement tax preparation makes sure your money stays flexible and efficient. At Holden & Partners we assist you in making the most of tax-efficient decisions, like ISAs and pensions. Our advisers work to reduce needless tax payments while safeguarding your money. We stay updated on legislation changes so your plan may adapt as needed. Working with us gives you the assurance that your tax preparation will meet your short-term requirements as well as your long-term goals, allowing you to enjoy retirement worry-free.

Reduce your tax burden

Long-term care
The rising cost of care makes early planning essential. Whether care is required at a residential facility, at home, or through family members or paid caregivers, there are a number of financial solutions available to assist in controlling the cost. Care expenses can swiftly undermine savings if preparedness is lacking. Investing to generate income or buying a care-specific annuity are common choices. At Holden & Partners, we provide guidance that takes your situation into account. With our experience, you may confidently and clearly approach care planning.

Download our guide to long-term care

Equity release
Equity release might be useful for retirees looking for more money while remaining in their house. It can provide funds to meet certain capital needs or to augment income by releasing a piece of the value of your property. It’s important to understand the ramifications because it entails a loan secured on your house. At Holden & Partners, we can help you to balance the risks and rewards to ensure the choice supports your long-term objectives.

Download our guide to equity release

Importance of having a pension and retirement financial adviser

Retirement is more than simply leaving work; it’s an opportunity to change your lifestyle with financial stability at the forefront. At Holden & Partners, we recognise the value of smart retirement planning and how it might affect your future.

We collaborate closely with you to incorporate your income sources, such as pensions, investments, and savings, into a comprehensive cash flow strategy that supports your objectives.

Your financial requirements might change as you progress through life. From preparing for care expenditures to managing your legacy, we are here to give clarity and dependable assistance. Our strategy prioritises your beliefs and long-term goals.

Why choose Holden & Partners?

Holden & Partners focuses on developing long-term, meaningful relationships with our clients, often extending across generations. As Chartered Financial Planners, we provide professional guidance through a highly qualified team of pension and retirement financial advisers.

With over 20 years of expertise and sustainability as a core principle, we are delighted to be a certified B Corp dedicated to making a difference for society and the environment.

Our award-winning service is based on clear pricing, and investment portfolios customised to your specific objectives, whether conventional or sustainability-focused. With continuously positive client feedback, we provide a complimentary introductory meeting to ensure you are confident in selecting us as your trusted financial advisers.

Get started in three easy steps

Get in touch

Contact us by phone, email, or online form to book a free consultation. Whether you prefer an in-person meeting or a virtual chat, we’ll start by establishing your requirements and specific goals.

Chat to an expert

During the meeting, we will offer straightforward recommendations and discuss how we can help you. We’re here to answer all your questions and provide realistic ideas to help you achieve your financial objectives.

Get a fixed quote

We provide clear pricing with no hidden surprises. Once we’ve analysed your needs, we’ll deliver a clear, set quotation so you know precisely what to expect before proceeding.

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Interested in Becoming a client? Book a 30-minute video call and we'll answer all your questions.

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Email us

Just leave your name, email and a short message, and one of our Financial Planners will be in touch.

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