Retirement Planning & Later Life Advice

The sooner you start planning for retirement, the better. With Everlong by your side, you can make your vision for the future a reality.

Retirement is the start of an exciting time in your life where you have the freedom to explore new interests and discover new passions. The key to financial freedom is financial security and we can help you achieve both.

Retirement planning is an ongoing process, which starts before you retire and continues long after. We are here to support you throughout that journey with truly independent later life advice and wealth management services.

“They have guided us through the pensions minefield.”

As a recently retired couple, we have spent the last 12 months or so planning for the big event.
Everlong Wealth pointed us in the investment direction that suited our needs best. Their knowledge and expertise have led us to decisions that we wouldn’t have been able to make ourselves. The attention to detail along with the personal touch they provide has made our journey into retirement so much easier.

Bob and Josie Byrne

The first step on your retirement planning journey is our three-stage consultation process, which helps us to understand your financial DNA.

To lay the foundations for a financially secure future, we first need to understand you. Your spending patterns, your decision-making tendencies and your appetite for risk-taking.

We will build a sustainable retirement plan that takes into account your future objectives and pension plans as well as current market conditions and the financial environment. Working with you, we can minimise tax liabilities and maximise your wealth to fund the retirement you deserve. Our chartered financial planners will regularly review your plan to make sure it continues to serve you, as time passes and your priorities change.

With our modern, client-focused approach, we tailor our retirement planning services to help you take care of what – and who – matters to you the most.

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