Retirement planning

Whatever it is that you’re aiming for in your retirement, it helps to consider your options as early as possible. There’s no reason to leave anything off the table – with the right planning and support, you can set your goals high, knowing that you’ve got a solid plan of action to achieve them.

We deliver in-depth, tax-efficient planning to make sense of your finances and develop a roadmap for your financial future – with simple, clear and transparent fees.

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Our approach

Our experts will create a bespoke plan to give you a clear view of the future and peace of mind that your retirement is on track. Our priority is that you feel a sense of security for yourself and for your family.

Our services

Pension reviews
Pension consolidation
Protecting your wealth
Saving for retirement
Retirement income strategies
Investment strategy

Our expertise

Over the years we at Forvis Mazars Financial Planning have been honoured with several prestigious awards, reinforcing our reputation as a leading financial advice firm in the UK.

In 2024, we were proud to be named among the top financial advice firms in the FTAdviser Top 100 list, marking ten consecutive years of inclusion, with five of those years in the top five. Additionally, we won the Money Marketing Award for Best Investment Advice Firm, and we were recognised as one of VouchedFor’s top-rated firms for the fourth year. To top it off, we secured the Citywire New Model Adviser National Award, an accolade we have now won four times, recognising excellence in financial planning across the UK.

Building on this success, in 2025, we retained the Citywire New Model Adviser National Award for the fifth consecutive year. This award assesses firms on staffing, investment strategies, technology integration, client education, recruitment, and contributions to professional standards. Our continued success in this area highlights our dedication to long-term financial planning, client relationships, and our unwavering commitment to supporting families across generations.

What our clients say

Our financial planners and investment managers are highly regarded for the services they provide. At present, our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor.

I am about 10 years from retirement and wanted advice on what that would look like financially, and whether there was anything I could do to ensure the best use of funds.

Alexandra showed me what my future income would be under different variables ie different retirement ages. She discussed my current pension plan and advised me on the best way to utilise my pension scheme. She showed me how to make the adjustments online. While many financial advisors can give good advice, Alex was brilliant at explaining everything really clearly and did not patronise me. She made me feel very comfortable and confident with her advice.

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