Vita Financial Planning
Vita Financial Planning
retirees

Retiring and Retirees

"The Longest Holiday of your life."

Your retirement planning and post-retirement planning is focused on what will be the “Longest Holiday of your life”. We try and help you to ensure that your money and pension investments are measurably working for you and towards your objectives, tax efficiently, risk efficiently and in line with what we agree in our review meetings.


Many people worry that when they die their pension pot will die with them, and that their surviving spouse or family will not inherit any of it. This is not true in the modern world, and with careful planning many of these old myths can be managed, so that this doesn’t happen, but it involves planning.


Retirement fund building; maximising income in later years

 

Although it's never too late to improve your wealth and your pension planning, early planning and good independent advice is vital along with continual reviews and regular monitoring.

 

"When I was young, I thought money was the most
important thing in life; now that I am old, I know it is."

- Oscar Wilde

 

retireesPension & Retirement planning – It's never too early or late

Pension planning: individuals, executives, employees, self-employed people

Whatever phase of your life you are in we can support you through making these really important decisions:

 

 

Pension planning - at retiring and after retiring phases

Your retirement planning is not only about pensions. There can potentially be a variety of financially beneficial options you have available when retiring. We'll guide, discuss and explain your options clearly so you can understand your entitlements and benefits.

We help you with questions such as:

 

 

The value of your funds and the income available from these funds can go down as well as up and you may get back less than you invested.

 

Our Digital Magazine

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.

 

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Family

We help protect you and your family's future.

 

 

 

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Small Business Owners

We help you accumulate personal wealth and make your assets work for you so that you don’t have to.

 

 

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Widows & Widowers

We support you with the complex and daunting financial choices at a stressful time, to make the right choices for you and your family.

 

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families

Retired & Retiring

Planning for the longest holiday of your life. - We help you to plan it right.

 

 

 

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Vita Financial Planning Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority.

 

The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on 0800 023 4567 or 0300 123 9123.

 

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