About to retire

Planning for what comes next

As you approach retirement, you’re probably starting to think about what your life will look like once you’ve stopped working. You might have ideas about what you want to do with your time, but aren’t sure whether you’ll have enough money to make it happen.

We’re here to provide answers to your questions and help pave the way for a fulfilling retirement without having to worry about your finances

How we help

Together we’ll build a bespoke financial plan that will help you…

Understand where you’re at

We’ll give you a clear view of your existing pensions, savings and investments, so you know exactly where you stand.

Determine your goals

Whether it’s travel, volunteering, hobbies or spending more quality time with family, we’ll help you set your goals for retirement.

Find out how much is ‘enough’

Using cashflow planning tools, we can explore how much money you’ll need for various ‘what-if’ scenarios in retirement.

Protect what matters

From life and critical illness cover to safeguarding your income, we’ll help you protect the important things in life.

Stay on track

With regular reviews and adjustments to your financial plan, we can ensure you stay on course for achieving your goals.

Have peace of mind

Most of all, we aim to provide you with the confidence and peace of mind you need to enjoy life your way.

Kingsfleet is a small company with a big vision. From the first contact with them we have been very impressed with their professionalism, attention to detail and excellent advice given.


Kingsfleet helped me to sort my finances in order to improve my income in retirement. Colin and the whole team are approachable, professional and give time to explain details with no pressure.


Their advice has kept my pension pot reasonably stable, whilst giving a good level of income annually. They are always prompt in dealing with any questions and queries.


Our awards & accreditations

We’re proud to have been widely recognised for our achievements throughout the industry.

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Get in touch

Take the first step towards the future you want. Simply contact us to find out more about how we can help.