Nearing Retirement

Helping you to look forward to retirement

Nearing Retirement

How We Can Help...

Is the idea of retiring becoming a bit more of a reality? 

We appreciate that retirement will bring with it a number of mixed emotions. We are passionate about working with you so that you feel empowered to make the best decisions for you, your loved ones and your future. 

Our wealth management experts are here to help you design a financial plan with your goals and ambitions in mind while maximising every opportunity available so that you can have the retirement you deserve. Our mission is to help you plan better today so that you can feel confident you will enjoy a financially secure retirement.

Our team is committed to delivering an end-to-end premium wealth management service, tailored to meet your individual needs. If you are nearing retirement, our personalised approach includes talking about:

  • Your goals and financial ambitions
  • Your income and capital 
  • Existing pension pots
  • Saving and investments
  • Generating income from investments
  • Estate planning and inheritance tax

The value of an investment with St. James's Place will be directly linked to the performance of funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Experts in this field

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The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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