Managing Your Money in Retirement
In retirement, your financial situation is likely to have changed. By creating a retirement plan with DFP, you’ll get the security and reassurance you need at this exciting new stage in your life. Think about how you want to spend your retirement. Do you want to see more of the world, or take the time to try out new hobbies? Or maybe this is your opportunity to devote more quality time to the people you love. Whatever you want your retirement to look like, DFP are here to help. Get Started
Your Journey With DFP
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Come & Say Hi
Preparing Your Retirement Plan
We'll Meet Again
Putting Your Plan In Place
Moving Forward
Come & Say Hi
We know it can be uncomfortable to talk about your retirement and future plans with someone you don’t know. So, at DFP, we invite all our clients to come in and meet Liam, our Chartered Financial Planner. It’s a free, informal chat and a great opportunity to get to know each other. We’ll discuss your goals, ambitions and find out what you want to get out of the financial planning process.
Preparing Your Financial Plan
Once you’re happy with our service options, we’ll get started on your bespoke plan. We'll carry out detailed analysis of your financial arrangements and conduct robust risk assessments. This in depth research, and our understanding of your goals, will help us prepare a solution that’s made just for you.
We'll Meet Again
Once we’ve prepared your personal plan, you’ll get invited to come in again and discuss your report in more detail. Plus, it’s another chance to clear up any uncertainties and ask any other questions you may have.
Putting Your Plan In Place
This is the exciting bit. When you’re happy with the proposed solutions, it’s time to put your plan into action. We’ll deal directly with your providers, so you have more time to spend on the things you love. With our help, the retirement you’ve always wanted could be right round the corner!
Moving Forward
At DFP, we’re committed to making your retirement the best it can be. Once you’ve agreed to our ongoing services, we’ll keep reviewing your plan to make sure you remain on target and in budget. You'll also get regular meetings to check your progress, and, if anything changes, just let us know. All you need to do then is sit back and let your money work better for you.
How Your Financial Plan Will Help
Make the most out of your money.
It's never too late to make a financial plan. We can help you prioritise and consolidate your retirement plans, making it easier to do the things you've always wanted to do. Your personal plan will give you the financial freedom you deserve.You'll get greater clarity on:
- How much income you may be able to generate from your assets.
- How you can leave more of your money to your family.
- Ways in which you can better manage your finances and make your money go further in retirement.
- How you can achieve a more prosperous retirement.
What Our Clients Say
Why Choose DFP?
With DFP, you'll get a comprehensive service that's focused on you, your family, and your retirement. Our team will work with you to create a reliable, adaptable, tax efficient plan. Our goal is to help you get to where you've always wanted to be, at a pace that suits you.
Decades of Experience
What's more, our Director, Liam, has years of experience in pensions, financial protection and estate planning. So, with DFP, you're in safe hands. Learn more about what makes DFP different.What's Next?
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Call Us
Give us a ring today on 01253 600 597.