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Retirement Planning

Whether you’re looking to ensure you’re simply looked after in later life, or want to use your golden years to travel the globe, we’ll come up with a retirement and pension plan to give you a shot at achieving your retirement goals.

Navigating Your pensions

Understanding and keeping track of pensions can be complicated, especially if you’ve moved around in your career. At MacFarlaine and Brooks, we will help you navigate your situation and align your financial actions with your future hopes and plans for your retirement. We take your attitude and capacity for risk seriously, careful to suggest pension arrangements that balance your desire for a big pension pot, with what you can afford.

Market Access & Free Comparison

As an independent IFA, we can compare your current pensions with the entire market to give you a better shot of creating a retirement plan that fits with your life goals. Our initial consultations are free – meaning you can compare your pension with what else is out there without charge. If you spot something you like, we can discuss making it happen.

Advice for Life

Our mission is to provide accessible and straightforward financial advice for life, and our golden years are a significant chapter in our lives that should be enjoyed. Each individual pension saver has a unique set of needs when it comes to retirement planning, and we’ll pair you up with a pension saving expert that understands your plans and financial capabilities to help you make a smart move. Plus, we promise only to advise you to move your pension if we know that it’s in your best interests. If we look at everything, and determine you’re best staying put, we’ll tell you just that – no charge. 

The value of investments can go down as well as up and you may not get back the full amount you invested. The purpose of this webpage is to provide technical and generic guidance and should not be interpreted as a personal recommendation or advice.

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