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Retirement Planning

The longest holiday of your lifetime starts the day you retire and careful planning is the key to enjoying it.  This should be the happiest time of your life, when time is in abundance and hopefully you have the money to do all the things you want to do when you want to do them.

Read our useful guides on Retirement Planning:

Taking income at retirement

There comes a time when you stop working for your money
and put your money to work for you. For most people, that is
retirement.

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Saving for retirement

Retirement is something most of us look forward to − particularly on a Monday morning. However, those thoughts are often little more than a whimsical cocktail of not having to work and prolonged holidays. The reality could be rather different, particularly if your retirement date is some way off.

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Chartered Financial Planners

SDB Strategic Planners Limited has achieved chartered status for financial planning which means we follow a strict and ethical code of conduct that puts the interests of our clients first.

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Client testimonials

The professionalism of SDB speaks for itself. Throughout our long relationship with the firm we have been helped at every stage to plan realistically and sensibly. The quality of the advice is clear to us now, in that the plans, once distant, are now becoming a reality.- IW & JW, Cheshire
I have been a very satisfied client since 1983, throughout which time I have received excellent service. I trust the Company implicitly and take great comfort in knowing my financial matters are being managed in the best possible way, meaning I never have to worry- SEG, St Helens, Merseyside