Pyrford Financial Planning

Independent Financial Adviser  Pyrford Woods, Woking, GU22 8QN
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FCA authorised
Last authorised 18th October 2021
If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Meet our advisers
Noel Watson
Retirement planning specialist
Jenni Macdonald-Sykes
Chartered Financial Planner
About us

We provide high-quality retirement planning to help our clients achieve their retirement goals.

We'll help you answer key questions that you may have such as:

• Do I have enough money to retire now? If not now, when?

• How do I optimise lifetime taxation?

• How can I use my savings and investments to produce a sustainable income for the rest of my life?

• What should I do with an inheritance I've received?

• Can I afford to gift to my children/grandchildren while still maintaining my lifestyle?

There is no charge for the first meeting which can be conducted either face to face or over Zoom/Skype etc.

If you would like a second opinion on your existing finances or would like to receive a complimentary copy of our book: "Planning for retirement: Your guide to financial freedom" please feel free to get in touch.

Our services

We are retirement planning specialists and our tried and tested process is designed to give you clarity and peace of mind, giving you the confidence to live your desired lifestyle without fear of running out of money, even during periods of market upheaval.

We offer a refreshing alternative to the traditional financial adviser offering that focuses on "managing your money" and visits you once a year to give you an update on your investments.

Our clients tell us that the vast majority of the value we provide is helping them build a picture of what lifestyle they want in their retirement, planning for the best way to get there and ensuring they stay on track.

Please book a free 15-minute discovery call to find out more.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Pyrford Woods, Woking, GU22 8QN

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