Handford Aitkenhead & Walker, Chartered Financial Planners

We live in troubling times, the like of which most of us never expected to see.

Naturally, you will be worried about your own safety and that of your loved ones. As stock markets fall in response to the coronavirus pandemic, you might also be worried about the effect on your pensions, investments and financial future. 

We know that most people’s main financial priority is to understand whether they have enough money to do what they want, when they want, in retirement.

Naturally, when stock markets fall as sharply as they have done over recent weeks, you might be concerned about whether you will have enough money to pay for the retirement you planned. 

The lockdown period provides us with the perfect time to help you answer that fundamental question; do you still have enough to have the life you want in retirement?

We welcome enquiries from people who aren’t yet a client of Handford Aitkenhead & Walker. Our financial planners are providing the same service during the lockdown period, albeit via video conferencing until we return to more normal times.

Your financial planning journey starts with an initial conversation where we will discuss your current situation and start to understand your objectives and values. This will also allow you to see how we work and decide if you would like to work with us. We’ll also provide details on likely fees and next steps.

We specialise in working with three groups:

• People planning for their retirement: 

Whether you are in your 20s, 30s, 40s or 50s, we will help you to plan to retire on your terms; at a time of your choosing with the income you need

• People retiring now:

If the time has come to finish work, we will help you understand what retirement means for you and then recommend the most appropriate way to draw an income from your pensions, savings and investments

• Higher earners:

People earning over £100,000 each year face a unique set of challenges when planning their retirement. We can help you avoid the pitfalls while taking advantage of the many opportunities.

We are also Final Salary & Defined Benefit pension specialists and hold the Pension Transfer Gold Standard (Personal Finance Society).