Planning your retirement
in easy steps

Whatever stage you’re at,
we can help you through
the challenges you’re facing.

Retirement Planning

Whether you’re just starting to save for retirement, or you’re already there, we can help you understand the options available to you.

  • What to do when you’re reaching retirement – we can help you get a State Pension forecast and understand the positives and negatives of all your options, recommending the path we think is most suitable for you.
  • What does your ideal retirement look like – you’ll need to consider the amount of income and savings you’ll need, and when you’d like to retire.
  • How to save for retirement – you’ll need to think about how much you need to save, whether you should combine existing pensions and what type of plans and providers are suitable for you.

If you’d like to talk about how we could guide you towards a clear plan, call us on 01773 712323 or email us at info@blue-spire.com

Advise

The financial landscape often seems intimidating, but we can guide you through the pros and cons…

Invest

There are a number of factors we recommend you consider before investing, including…

Save

When you’re building a nest egg, how much is enough? And when emergencies happen…

Protect

We can help you insulate yourself, your family or your business against the financial fall-out…

Workplace Pensions

This requirement, called automatic enrolment, will affect all employers. That’s why we…

Ongoing Service

Once you’ve organised your finances, how do you make sure they keep on track?

Whatever stage you’re at, we can help you through the challenges you’re facing.

Retirement Planning

Whether you’re just starting to save for retirement, or you’re already there, we can help you understand the options available to you.

  • What to do when you’re reaching retirement – we can help you get a State Pension forecast and understand the positives and negatives of all your options, recommending the path we think is most suitable for you.
  • What does your ideal retirement look like – you’ll need to consider the amount of income and savings you’ll need, and when you’d like to retire.
  • How to save for retirement – you’ll need to think about how much you need to save, whether you should combine existing pensions and what type of plans and providers are suitable for you.

If you’d like to talk about how we could guide you towards a clear plan, call us on 01773 712323 or email us at info@blue-spire.com

Advise

The financial landscape often seems intimidating, but we can guide you through the pros and cons…

Invest

There are a number of factors we recommend you consider before investing, including…

Save

When you’re building a nest egg, how much is enough? And when emergencies happen…

Protect

We can help you insulate yourself, your family or your business against the financial fall-out…

Workplace Pensions

This requirement, called automatic enrolment, will affect all employers. That’s why we…

Ongoing Service

Once you’ve organised your finances, how do you make sure they keep on track?