Approaching retirement
When can you afford to retire? How much money will you need to achieve the lifestyle you want? Which pension option is most suitable for you? We will help you gain the clarity and answers you are looking for.
Helping you prepare
Whether retirement is just around the corner or still a few years away, planning ahead means you are more likely to achieve a fulfilling and enjoyable retirement.
Our starting point is always your vision for the future. What would you like your retirement lifestyle to look like? Do you want to retire as soon as possible or wind down gradually over many years? Armed with the answers to the important questions, we can start to craft your financial plan and ensure your pensions, savings and investments are all aligned to help you achieve your vision.
How we work
The five stages to developing your lifetime financial plan
1. Initial meeting
Get to know us (at no cost) and find out if we are the right financial planners for you.
2. Fact find
Help us to get a clear picture of your current financial situation and your plans for the future.
3. Planning meeting
We will begin to design your plan and make recommendations aligned with your lifestyle goals.
4. Implementation
Sit back and let us implement the core recommendations from our agreed plan.
5. Ongoing service
Meet with us on a regular basis to ensure you remain on track to meet your goals.
Courtney Havers LLP is registered in England & Wales no. OC325079. Registered Office: Hilden Park House, 79 Tonbridge Road, Hildenborough, Kent TN11 9BH. Courtney Havers LLP is authorised and regulated by the Financial Conduct Authority no.463179. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at https://www.financial-ombudsman.org.uk/
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