Moneytree Wealth Management

Getting ready for retirement

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You’re now starting to think about retirement seriously and working less, if at all. Maybe you’d like to do some voluntary work or take a part-time job. Outside of work, you don’t want to slow down though, and want to travel and stay active.

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At Retirement Planning

You’ve earned your retirement so make sure you enjoy it.  If you’re not quite ready to give up the 9-5 completely, you could release some of your pension savings to reduce your work hours, take a trip of a lifetime or clear some debt.

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Saving & Investment

You’ve got your pension lump sum or the proceeds from downsizing your property and need to invest the money for your later retirement when you might not have as much spare cash as you do now. These products might help.

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Talk to an expert

Send a message to one of our experts at Moneytree and we’ll get back to you as soon as possible to help. But don't worry, we won't share your details with anyone else, scouts honour.

  • Free initial pension health check
  • Free initial investment health check
  • Free initial mortgage review
Mark Fletcher

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