YOUR OBJECTIVE

Planning my retirement

Retirement needn’t be a leap of faith – understand where you are today and how to financially plan for retirement, to start shaping your tomorrow.

Speak to an adviser

Retirement often seems a long way off, so we understand if it is not currently top of your financial priority list.

However, today the average person lives much longer than those of previous generations. This means you are likely to spend much more of your life in retirement, and any expectations of what you want your retirement lifestyle to look like, will need to be measured against this backdrop.

Deciding how to plan for retirement and getting your retirement savings off the ground as early as possible means that you’ll have a better chance of achieving your retirement dreams.

Use our Retirement Calculator to find out how much you need to retire.

Our services

Where are you on your retirement journey? Are you still learning the basics about pensions, reviewing your plans and options, or ready to make plans to pass wealth to the next generation?

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

Retirement planning

We are living longer than previous generations and spending more of our life in retirement. Starting to save for retirement and planning your pension savings as early as possible gives you the best chance of achieving the retirement lifestyle you want.

Investment planning

Creating and maintaining the right investment strategy is vital to secure your financial future and help you ride out financial shockwaves. Whether investing for income or growth, we provide quality advice, investment solutions and ongoing service.

Tax planning

The more tax you pay, the harder your investments need to work to achieve your financial objectives. We can help you gain the full benefit from your hard-earned assets and make sure your money works hard for you.

Support at all stages of life

Planning for retirement can begin at any stage in your life journey, but by starting as early as possible, you could benefit from better financial growth, security, and peace of mind.

Starting your financial journey

Growing your wealth

Owning your business

Protecting your wealth

Retirement

Testimonials

“We worked together to maximise my wealth to benefit my family and myself. I am impressed with their responsiveness and regular contact, which ensures that I do not miss out on opportunities relevant to my circumstances.”

Partner, Deloitte

“The advice I receive from Morrinson Wealth is always clear, relevant and consistent, helping me to understand how I can adapt in line with my career development and the ever-changing market environment.”

MD & Partner, Accenture

“Getting the best out of your money is often a daunting test to approach, especially when balancing work and life priorities. The Morrinson Wealth team have really helped me to define a strategy with clear actions.”

Product Strategy Leader, EMEA at Oracle

Contact us

Book a call with one of our experts today and take the first step towards establishing and achieving your financial goals.