In retirement

Life after work can be full of opportunities. We’ll help you seize yours.

What are you looking to achieve for the rest of your retirement?

I want to ensure I have enough money to last the whole of my retirement.

The truth is that none of us knows when we’re going to die, so it’s important to have a plan in place. We can help to establish how much money you’ll need for the rest of your life, so you can be confident about the future.

I want to find a financial planner who will work with my family going forward.

We believe in the importance of bringing your loved ones on the journey with you. That’s why we work with your wider family, ensuring everyone is informed and engaged in financial planning for their futures.

I want to leave an inheritance for my loved ones.

Leaving a legacy is a priority for many in retirement, but it can become a complex issue. We’ll work with you to help you understand your options, including your Inheritance Tax liability and what you can do about it.

I want to understand how best to spend my assets, and in what order.

It can be hard to know what you should be doing and when during this stage in life – should you dip into your savings, or utilise your investments? We can advise you on the best course of action for your circumstances.

I want to be able to gift some money to my grandchildren.

Many people would like to provide for younger generations of their family, perhaps to pay for their education or to get a foot on the property ladder. We can advise on the best method to do this, be it a direct gift or via a trust.

I don’t want to become a burden to my family in later life.

As we transition into our later years, many people will require some level of care, and it can be a worry thinking about how you might fund it. We can help you plan for the cost of any care you might need, ensuring your family’s financial circumstances won’t be impacted.

Here’s how we’ll help

Get to know you

We’ll spend time getting to know you and establishing what you want to achieve, comparing where you are now with where you’d like to be in the future.

Create a financial plan

We’ll build a clear and bespoke financial life plan, designed to help you achieve your goals in the required timescale and as efficiently as possible.

Monitor your plan

Once your plan is in place, we make sure to monitor, review and maintain it regularly, which helps us increase the likelihood of long-term success.

Support for the whole journey

We’re here to build a long-term partnership. From beginning to end, we’ll support you and your family through it all – all you have to do is look forward to the future.

A pension is a long term investment. The fund value may fluctuate and can do down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

The value of investments and income from them may do down. You may not get back the original amount invested.

Taking withdrawals may erode the capital value of your funds, especially if investment returns are poor and a high level of income is being taken. High income withdrawals may not be sustainable.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.

We help professionals and their families

through every stage in life…

At work

As a hard-working professional, you want to create a good balance between work, life and planning for your future. You also want to ensure your family will be looked after in the event of unforeseen circumstances.

We’re here to help you plan for and protect what’s most important to you.
At retirement

As you approach retirement, you want to assess when you can afford to take the leap and stop working. Maybe you just want to start slowing down, or pursue something different.

We’ll help you explore your options and put a plan in place.
Professional connections

    
 
 
        
   jillian blythe 
 25/10/2022
 
 
  Neil advises us on our financial planning with diligence and confidence and consequently makes us feel we are 'in safe hands' regarding our financial planning going forward. He is very approachable and easy to get in touch with, which is reassuring and we get regular updates on current issues and how they may affect our personal finances.
We would not hesitate to recommend Neil to our friends and family if they were in need of an advisor.
  
 
       
   Alison Bell 
 11/10/2022
 
 
  I have been with Neil for many years and I am quite satisfied with the investment and the service provided.
  
 
       
   Catherine Aldridge 
 11/10/2022
 
 
  I highly recommend Neil Henderson, and in fact have actually recommended him to friends of mine who also continue to appreciate and benefit from his excellent service.  As others have already mentioned in these reviews; he is professional, approachable and extremely conscientious.  We have had a working relationship now for over 20 years and it is one that I value enormously as I think finding someone who not only offers such a high quality, individualised service, but also invests his time and energy into making sure everything is explained and clear, being available for advice and questions and generally being a friendly and trustworthy personality is a very rare thing these days. He has helped us with a wide variety of financial planning and complexities and we continue to see the benefit of this through the years.  I echo all the positive sentiments expressed on here and wholeheartedly recommend Mission Financial Planning.
  
 
       
   james langtry 
 23/08/2022
 
 
  Neil Henderson always goes the extra mile and gives as much time as necessary to make my financial planning work well. I particularly value the personal relationship, speedy response whenever called upon as well as the regular review of finances
  
 
       
   Sylvia Worthy 
 23/08/2022
 
 
  Mission Financial Planning Limited gives an outstanding service. Neil gives sound advice and has a comprehensive knowledge. Overall a first class service.
  
 
       
   Alexandra Lupton 
 04/08/2022
 
 
  Neil provided us with sound, reasoned advice - spending the time to clearly explain the pros & cons of various investment & planning strategies. This gave us great confidence that he genuinely cared & wanted the best possible outcome for our family’s financial security. We are already seeing the benefits of Neil’s advice and it is allowing us to better plan for our future!
  
 
       
   Mike Reynolds 
 13/04/2022
 
 
  Neil from Mission provided helpful and insightful advice on retirement planning and protection. Thanks!
  
 
       
   Roger Gabriel 
 12/04/2022
 
 
  Excellent service and advice - couldn't recommend him highly enough
  
 
       
   Sean Mckeon 
 06/04/2022
 
 
  Neil is very knowledgeable and keeps me up to date with progress on my pensions and investments on a regular basis, whilst making sure he understands what I need from them. Highly recommended.
  
 
       
   Reverend Tony Holden 
 04/04/2022
 
 
  I have been with Neil (my financial advisor) for a number of years now and I can honestly say that he has a trustworthy quality about him that you don’t often get from many professionals today. He always gives sound advice and is able to explain things simply and effectively and makes me feel comfortable when I want to ask further questions or need clarification on a subject, whether that be over the phone, in a meeting or by email, and nothing is too much trouble for him. I am exceptionally happy with the service Neil provides and have every confidence in him. I would recommend Mission Financial Planning without hesitation.
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 16 reviews

In retirement

What are you looking to achieve for the rest of your retirement?

Here’s how we’ll help

We help professionals and their families

At work

At retirement

Professional connections

We’d love to hear from you

Contact us