Approaching Retirement

We will work with you to build your retirement plan. What income you might need, how best to access it. What you will need to save and how to invest. Reviewing existing arrangements to see how they fit in to your plan.

We will do the above in the context of your financial situation to ensure that you are being as efficient as possible.

  • Pension Review

  • Drawdown

  • Annuity

  • Defined Benefit Review

  • Company Pensions

01244 952090

White Oak Financial Planning
Regus House

Herons Way

White Oak Financial Planning Ltd is an Appointed Representative of Blackstone Moregate Ltd which is authorised and regulated by the Financial Conduct Authority, FCA registration number 459051.