Retirement and Financial Planning Advice
Want to enjoy the peace of mind that comes with knowing you’re set up and ready for retirement? Many people who make a plan ahead of time are able to retire earlier – and with more money. You’ve got plenty of options when it comes to saving to retire, and we’d love to talk you through the best strategies for your retirement savings and financial planning for retirement.
Our Financial Retirement Planning Service
-
Step One: Your first meeting
Get in touch to book an appointment where we’ll gather your initial details and ask you to sign a Letter of Authority. This gives us permission to work with other organisations on your behalf to make sure you get the best retirement planning advice.
-
Step Two: Tailored advice
We’ll talk about your attitude to risk and, with your permission, begin to work with big financial institutions on your behalf. As a Partner Practice of St. James’s Place, our retirement and financial planning advice comes with an advice guarantee. St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products. .
-
Step Three: Your personalised plan
Once we’ve got all the information we need, we’ll present the plan to you. If you’d like to go ahead with it then we’ll keep on working closely with you, making sure we meet you each year to make sure your retirement savings are on track and that your financial retirement planning stays aligned with your life goals.
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.
Meet Connolly Financial Planning
No one can see into the future, but everyone can plan ahead with the best information they’ve got. At Connolly Financial Planning we believe that people can retire earlier, and with more wealth, when they make a solid plan for financial retirement planning ahead of time.
Our family-run retirement and financial planning service is a Partner Practice of St. James’s Place. We love getting to know the people on our doorstep here in Oakham and are committed to helping you make the most of your retirement savings and feel confident about saving to retire.
Contact UsWHY PLAN WITH US
It’s about more than numbers
Putting your money in someone else’s hands takes trust. It’s a responsibility we take seriously, backed by the St. James’s Place guarantee*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.. We’re committed to helping you plan ahead for financial planning for retirement and long-term security throughout your retirement.
Feel confident about retirement planning
Create a personalised plan for your retirement savings
Get qualified financial advice for retirement planning
With financial planning for early retirement if that’s your goal
Looking for financial retirement planning in Oakham or the local area?
If you’re looking for expert guidance on the best way to fund your future, just make an appointment. Our consultations are without obligation and we’re confident in finding the right answer for your unique retirement and financial planning needs.
- Looking for financial retirement planning in Oakham or the local area?
- Got questions about saving to retire or financial planning for early retirement?
- Ready to take the next step in your financial planning for retirement?
Fill in the form to contact Sean and the team.
