Retirement Planning

The Financial crisis of 2008 has demonstrated that we cannot afford to take our retirement planning for granted. Many people approaching retirement do not seek any financial guidance and could be left with a smaller amount of income than they had anticipated during this stage of their lives.

With the continuing changes to legislation and taxation, coupled with increased volatility in the markets, it is vital that clients receive ongoing advice and guidance from their financial adviser.

We can help you plan for retirement whatever stage of life you are at. Whether you are just starting out, wanting a review or planning to take your benefits, our expertise will steer you on the correct path.

New rules introduced over the past few years have made pensions far more flexible with greater options available. The tax relief on contributions make saving for your retirement even more attractive.


Holt Financial Services Ltd is an Appointed Representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register ( under reference 461598.

Registered office: Holt Financial Services Ltd, F7 Lynch Lane Offices, Egdon Hall, Lynch Lane, Weymouth, Dorset, DT4 9DN.  

Registered in England Number: 08395743