Retirement | 30–45 minute read
The Complete Retirement Guide 2026/2027
A guide explaining the key regulatory changes of the last two years and how a financial adviser can help you fast-forward your retirement planning and get on track for the life you want.
From cashflow modelling and asset allocation to behavioural coaching, we will take you through each area where an adviser adds value and explain what each one means.
This guide has been fully updated for the Autumn 2025 budget.
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Hear from clients of trusted advisers
“He is informative, always prepared and very transparent. All our questions have always been promptly and thoroughly answered. Our experience has been extremely positive and we would recommend him highly.”
“Michael is personable and highly responsive and has built a trusted relationship which has been instrumental in building confidence in our long-term finances and foundations for the future.”
“He provides a "Rolls Royce" level of service and support which leaves me feeling informed without being overwhelmed. I am confident that my pension is in safe hands.”
“I've worked with Dan for a number of years, all that time he's been fantastic. He's always available when I want to talk and the advice he's provided has been very tailored to my family's needs. I'd thoroughly recommend him to anyone looking for an adviser.”
“Dan has helped me significantly improve my investment returns by changing my allocation and making sure I'm using all my various tax-reliefs. The effect has been massive and I would have never done it myself.”
These testimonials are from current clients of advisers in the Trusted Advisor network. No compensation (cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.