Planning for retirement
Retirement isn’t just a financial milestone; it’s a personal one. Whether it’s five years away or just around the corner, we help you plan with clarity, so your next chapter feels less uncertain and more your own.
Retire on your terms with clarity, comfort and confidence
Retirement isn’t just the end of something. It’s the start of a new chapter, one that should be shaped by choice, not chance. Whether it’s a gradual wind-down or a bold shift into something new, having a clear retirement plan allows you to look forward with confidence, not hesitation.
At Dartington Wealth Management, we assist you in preparing for retirement in a manner that aligns with your lifestyle, values, and long-term peace of mind.
What might bring you here?
The thought of retirement can evoke a range of questions. Am I saving enough? Will I run out of money? What does retirement even look like for me?
You might be in your 50s, starting to think more seriously about your timeline. Or perhaps you’re further away but want to lay the proper groundwork early. Whatever your stage, it’s never too soon or too late to plan well.
Clients often come to us when:
- Approaching retirement within the next 5 to 10 years
- Reviewing multiple pensions from past employers
- Unsure how or when to start drawing income
- Considering downsizing, relocating or semi-retirement
- Wanting to protect loved ones while securing their own future
How our service supports you
Retirement planning is about more than numbers on a page. It’s about helping you live life the way you want, with security, purpose, and flexibility.
We’ll help you get clarity on your current pension arrangements, forecast what your future income might look like, and make the most of any tax efficiencies available. This might involve consolidating old pensions, exploring drawdown options, or determining the best way to phase your retirement.
And because retirement isn’t a single moment in time, we don’t stop there. We’ll help you plan for changing needs across your retirement journey, from active early years to later-life care considerations.
What to expect when you work with us
We begin with what matters most to you, not only financially but also emotionally and practically. Are you planning to travel? Support your family? Continue working part-time? Knowing your priorities helps us craft a plan that’s more than just functional. It’s personal.
Once we understand your goals, we’ll assess your pensions, savings and investments. We’ll walk you through what your options are and how to turn them into a sustainable income, one that supports you through every stage of retirement.
Everything is explained clearly and calmly. We know that retirement can feel daunting at times. Our role is to provide structure and support to your decisions, enabling you to move forward with confidence.
A message from our CEO
CEO, Dartington Wealth Management
At Dartington Wealth Management, we prioritise honest, independent advice above everything else. Our promise is to provide guidance that genuinely benefits you, rather than meeting sales targets or promoting products. Every recommendation is made with your best interests in mind, as your financial future deserves nothing less than transparency, integrity, and care.
We’re here to build enduring relationships rooted in trust and respect, supporting you to make confident decisions at every life stage.
Ready to take the next step?
- enquiries@dartingtonwealth.co.uk
- 01223 211 122