Looking for a retirement financial adviser?
Understand the areas a retirement adviser may help with, what to check before choosing a firm, and how Adviser Finder can help you find an FCA-regulated adviser company.
Start with the type of help you need.
Financial advice should be personal to your circumstances. These are common areas to think about before choosing who to speak with.
Retirement planning
An adviser can review your wider financial position, goals and intended retirement date to help build a personalised retirement plan.
Retirement income
Advice can cover how pensions, savings and investments may work together when you begin taking an income.
Pension options
An adviser can explain relevant pension options and the implications of different choices based on your circumstances.
Ongoing reviews
Retirement plans can change over time, so you may want a service that includes regular reviews as your needs and circumstances evolve.
What should you consider before proceeding?
Regulation, relevant experience, clear charges and a service that fits your needs all matter.
Define what you need
Be clear whether you want help with retirement timing, pension options, investment strategy, retirement income or a broader financial plan.
Check FCA status
Confirm the adviser company and relevant permissions on the Financial Services Register before receiving regulated advice.
Ask about retirement experience
Find out how regularly the adviser works with people approaching or already in retirement.
Understand charges and service
Ask what the initial advice costs, whether ongoing advice is optional and what is included in any continuing service.
Useful next steps.
Explore related Adviser Finder resources or tell us what you need when you are ready to look for professional advice.
Learn before you decide.
Use Adviser Finder's educational guides and tools to understand the questions worth asking next.
Browse guides ↗Find a financial adviser.
Tell us what you need and we can review your enquiry and, where appropriate, connect you with an FCA-regulated adviser company.
Start your enquiry ↗