Dreaming of a comfortable, secure retirement?

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Let Town Close, your trusted local financial partner, help you turn those dreams into a well-crafted plan.
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Why Choose Town Close for Your Retirement Journey?

• Local Expertise, National Strength: As a UK-based firm, we understand the unique financial landscape and regulations that impact your retirement savings. We're right here in your community, ready to offer personalised support.
• Tailored Approach: Your retirement goals are as individual as you are. We create bespoke strategies to match your specific needs and aspirations.
• Holistic Planning: Retirement is about more than just finances. We help you consider lifestyle, healthcare, and legacy goals as part of your comprehensive plan.
• Ongoing Support: Our relationship doesn't end when you retire. We're here for you every step of the way, offering guidance and adjustments as life changes.

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‍Key Questions to Consider for Your Retirement Planning:

• When do you want to retire? Early retirement? Traditional age? Phased approach?
• What kind of lifestyle do you envision in retirement? Travel, hobbies, downsizing?
• How much income will you need to support your desired lifestyle?  Consider everyday expenses, leisure activities, and potential healthcare costs.
• What are your current retirement savings?  Pensions, ISAs, other investments?
• How can you maximise your retirement income?  Explore tax-efficient strategies and income drawdown options.
• How do you protect your loved ones after you're gone?  Estate planning, inheritance tax, legacy wishes.
• What if you need care in later life?  Understand the costs and explore long-term care funding options.

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