How we help with

Pensions & retirement planning

How it works

Our team of experienced professionals is committed to working closely with you to create a tailored retirement plan that aligns with your financial goals and aspirations. We take the time to understand your individual circumstances, including your desired lifestyle, anticipated expenses, and any specific retirement objectives you may have.

Here’s how we can help you as you approach retirement:

Personalised Financial Planning: Our experts will conduct a thorough assessment of your current financial situation and develop a personalised retirement plan that takes into account factors such as your existing savings, investments, and potential income sources. We’ll work with you to establish clear goals and strategies to ensure a comfortable retirement.

Investment Strategies: As retirement nears, it’s crucial to align your investment portfolio with your changing needs and risk tolerance. We can help you evaluate your investment options, diversify your holdings, and make informed decisions about your assets to maximise potential returns while managing risk.

Pension Optimisation: We’ll assist you in understanding the complexities of your options at retirement, helping you make informed decisions about the most suitable way to structure the income from your pensions and any other assets you hold.

Ongoing Support and Monitoring: Our commitment to your retirement journey doesn’t end with the initial plan. We provide ongoing support, monitoring, and regular reviews to ensure your retirement strategy remains aligned with your evolving needs and goals.

We are here to simplify the complexities of retirement planning and help you to make informed decisions. Contact us today to learn more about how our services can assist you as you approach this important milestone in your life.

Lifetime Cashflow Planning;
A key part of the planning process centres around Lifetime Cashflow Planning which helps us plan and adapt to real life events, before, during and after they happen.

We use interactive Cashflow Forecast software that allows us to help you visualise your financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.

At Oaktree Wealth Management we produce a bespoke forecast for our clients to help project the values and sustainability of your finances when taking account of your expenditure needs and
assumptions around different factors such as inflation, investment returns and age at death.

If you have investable assets of £100k+, contact us for a free personalised demonstration of our Lifetime Cashflow Planning analysis.

Become our next success story

Send us a message and start your journey to financial freedom today.

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