Retirement Planning

At ES Lifestyle Financial Planning we believe it is all about helping people to Retire Successfully. We see retirement as a new beginning. Our focus is on what you are retiring to. We believe that an important element in creating a successful retirement is to get the most meaning from your money.  Retirement means having the financial freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.
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Company Pension Plans 

Our Company Pension solutions keep things simple for you and make us easier to do business with. Our innovative investment solutions and employee engagement tools are designed to bring your pension scheme to life. 

Personal Pension Plans 

When it comes to pensions, we believe in choice and flexibility so it’s important to find a pension that matches your lifestyle and expectations for the future. There are a number of options available to you. 

Personal Retirement Bonds 

A Personal Retirement Bond (PRB) is a personal policy that is set up by trustees of a pension scheme to provide retirement benefits for a former member of the scheme. It basically means that if you leave a pension scheme, you can bring your pension benefits with you by having the value of your fund invested in a bond. 

Small Self-Administered Pension 

A pension plan that puts you in control of where you wish to invest. You can invest in property, stocks and shares, or create your own strategy that best suits your circumstances.