In retirement

Now that you’re reaping the rewards of all your hard work, we can help you manage your finances to make the most of your retirement.

The best years of your life

For many, retirement is the golden age when you can enjoy doing what you want to do without the obligations of work. But can you be sure that the money you’ve put aside will last throughout your retirement? Will it cover the cost of a new car or updating your home? Will it cover the cost of care in later life? Will there be any left to pass on?

We can help you to clarify your plans for retirement, both now and in later life, then ensure that your finances are in the right shape to achieve them. We understand that a priority for many people is ensuring that they can pass on their wealth, without affecting their quality of life. We can help you to achieve this with effective estate planning.

Our independent financial advisers are specialists in retirement planning. We can help you to:
Understand your pensions
We’ll help you identify what pensions you have and whether they’re still suitable for you and your family.
Plan your cashflows
Using cashflow planning tools, we can assess whether you have enough assets to meet your needs and help ensure a sustainable income for your lifetime.
Evaluate current plans
We’ll assess your current assets and retirement goals, and see what needs to be done for you to have the retirement you want.
Identify alternative income
We’ll identify alternative options for generating an income during retirement, maximising tax-planning opportunities.
Maximise tax efficiency
We’ll help you make the most of the available allowances, such as the Annual Allowance, and tax-free withdrawals.
Pass on wealth
We’ll help you find tax-efficient ways to pass on wealth to your loved ones or causes that are close to your heart.

Book your free initial chat

Ready to start planning for a brighter financial future? Book now for a free, no-obligation chat with one of our independent financial advisers.

book now

Real stories, real financial outcomes

We’re proud to work with clients who value clear, personal financial guidance. In these short videos, they share their experiences of working with Flying Colours, and the difference expert advice has made to their lives.
 
Prefer to read? You’ll find full transcripts below each video.

Gordon

Flying Colours is a safe pair of hands.

Planning for retirement
Maximising your wealth
Protecting your family
Later life planning
Business owners

Chris has provided peace of mind enabling us to now retire early. He has taken the time to get to know and understand us, helping us to develop and adapt our strategy. We have an open and transparent relationship with him which builds trust. He is personable and tailors solutions to our needs.

Amanda

I’ve been absolutely delighted with the advice and support I’ve received from Maxine Clarke. She took the time to understand my goals, explained my options clearly, and helped structure my retirement plans. I now feel fully informed, supported, and confident about my financial future.

Julie

Luca encouraged me to take a step back and look at the bigger picture – how much risk am I prepared to take, how much income do I really need for my day‑to‑day expenditures, what are my plans for retirement. Luca worked through all the steps of the process at my pace, patiently explaining all the jargon as we progressed.

Liz

Chris took the time to understand our goals, provided clear explanations of approaches and a thoughtful, well-structured follow up note. Chris' approachable nature and attention to detail was first class. Following our interactions we now have a much clearer understanding of the relevant aspects to our estate planning.

Karan

Liv patiently understood our circumstances and conducted the due diligence required to provide very transparent and exceptionally professional advice. He struck a great balance on long‑term investments, pensions, insurance and retirement. I found Liv very knowledgeable, confident, and personable.

Hernit

Tom expertly guided me through the complex and time-consuming process associated with consolidating several company pensions. Tom has also provided advice on a number of other financial benefits I was previously unaware of.

David

Ross gave me a lot of very useful information. He explains everything in a clear and concise way and doesn’t fill your head with jargon you may not understand. He keeps it plain and simple. Ross helped me understand how I could claim back overpaid tax and money I had been paying for a service with a previous pension adviser that shouldn’t have been charged.

Michael

From the initial meeting, George was able to understand my concerns and present options for how I could move forward. At no point did I feel any pressure, and I felt from the outset that I wanted to establish a long‑term relationship with George.

Nicholas

Russ guided me through the process of assessing current and future demands on my finances and the selection of appropriate pension investments. Throughout the process Russ has been very patient and explained clearly different options with their risk/benefit profiles. I have found his manner very supportive.

Linda

I had several meetings with Freddie to discuss my medium‑ to long‑term goals, my appetite for risk, the kind of retirement I would like and at what age. We then walked through my current finances in detail, and Freddie presented the gap between where I am now and where I would like to be, and proposed some changes that could help me achieve my goals in future.

Tony

Liviu has provided us with invaluable help regarding our pensions and how to best plan for our retirement. He has always made time to explain our options and fully answer any concerns we had. He has always gone the extra mile to ensure we were comfortable with the decisions we made and was endlessly patient.

Susan

Insights

From tax-saving tips to smarter retirement planning, our latest articles are designed to help you make informed decisions and get real value from your finances.

Your retirement, your way: How advice can help shape the life you want 

6 signs you might be ready to retire

How to plan for the future and retire on target 

Flying Colours
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