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I’m 60 with £500,000. Can I Retire?

by Simon Alexander | Mar 6, 2024 | Cash Flow Forecasting, Pensions, Retirement

Are you approaching retirement and wondering ‘can I retire?’ In this video we analyse a real-life case study featuring Steve and Susan Doe, both 60 years old and are asking ‘can I retire?’. We talk about the importance of preparing for...

Are you over prepared for retirement?

by Simon Alexander | Feb 19, 2024 | Pensions, Retirement, Taxes in Retirement, Taxes in Retirement

Are you meticulously planning every detail of your retirement? It’s great to be prepared, but what if you’ve gone too far? In this video, we explore the signs that indicate you might be overprepared for retirement. Please see below if you prefer to read the video...
SURPLUS CASH IN YOUR BUSINESS? HERE ARE YOUR OPTIONS

SURPLUS CASH IN YOUR BUSINESS? HERE ARE YOUR OPTIONS

by Simon Alexander | Jan 31, 2024 | Uncategorized

As a business owner, you’ve probably encountered the problem of what to do with any extra funds in your business. It’s a fortunate situation to be in, but it does require some critical decisions. In this blog post, I have gone into a range of strategies,...
Avoiding Retirement Pitfalls for Business Owners

Avoiding Retirement Pitfalls for Business Owners

by Simon Alexander | Jan 9, 2024 | Uncategorized

For business owners, the idea of using your business as your retirement plan can be both appealing and risky. To have worked so hard and sell your business to live your retirement dream can be a comforting thought, but it’s important to understand the potential...
Five Things to Consider Before Consolidating Your Pensions

Five Things to Consider Before Consolidating Your Pensions

by Simon Alexander | Sep 21, 2023 | Pensions, Retirement

Today, we’re diving into something that’s relatable for many of us – the world of pension consolidation. You’ve worked hard over the years. As a result, you might have a collection of different workplace and private pensions. But guess what? Not all...
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Recent Posts

  • Are You Retiring Before Your State Pension? Avoid This Mistake
  • I’m 60 with £1 million. How much can I spend in retirement?
  • 5 Major Retirement Regrets
  • I’m 55 with £400,000. Can I retire at 60?
  • Why the 5 years before retirement are so important

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Streamline Financial Planning Ltd is registered in England & Wales No. 14231463. Registered office: 16 Mount Pleasant Road, Tunbridge Wells, TN1 1QU. Streamline Financial Planning Ltd is an Appointed Representative of ValidPath Limited (FCA No. 197107) which is authorised and regulated by the Financial Conduct Authority. Streamline Financial Planning Ltd is entered on the Financial Services register under reference number 980675.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

About Us

Our Process

Services & Fees

Blog

Privacy Policy

Contact Us

Follow Us

  • Follow

Streamline Financial Planning Ltd is registered in England & Wales No. 14231463. Registered office: 16 Mount Pleasant Road, Tunbridge Wells, TN1 1QU. Streamline Financial Planning Ltd is an Appointed Representative of ValidPath Limited (FCA No. 197107) which is authorised and regulated by the Financial Conduct Authority. Streamline Financial Planning Ltd is entered on the Financial Services register under reference number 980675.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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