EMPLOYED

The most important step you can take when you’re in employment is to start working out how much you think you are going to need to be able to comfortably retire.

Without effective retirement planning, there is the chance that you could potentially outlive your savings. As a nation, we are healthier and living longer than at any other point in history, meaning it will no longer be unusual for people to spend nearly as long in retirement as they did in employment.

Our retirement planning calculator is designed to provide an indication of the monthly savings needed to fund the gap in your required income at retirement, and your expected income from existing funds.

Palatine FP have a range of plans to help provide for your retirement, no matter what stage of planning you are at. You must have flexibility in all aspects of your planning for your needs will change as your future earnings and career evolve. We offer a service that is personal to you, delivering bespoke advice. Planning your retirement with us puts you in control, so that you can be confident about your future pension.

The value of a pension will be directly related to performance of the funds selected and can fall as well as rise. You may get back less than the amount initially invested.

What to expect

We help you get the most value out of our services by getting to know you and your situation and reviewing all of your options.

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Testimonials

I have known her as our family Financial Advisor for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been an unbiased and exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards
Manager

Get in touch

Phone: 01902 333333
Email: Andrea.cloughley@sjpp.co.uk
24 NEVERLAND WV5 2BS
MON-FRI 09:00 - 19:00, SAT-SUN 10:00 - 14:00