Investment Portfolio Review
An independent look at your ISAs, GIAs, and workplace pensions to check risk, charges, and suitability for your goals.
Financial advice · England
Retirement income, written in plain English
Ashford Lane Financial Advice sits with you over pensions, ISAs, and household spending — then delivers a plan you can follow when work slows or stops.
Flagship consultation
Retirement Income Planning
For couples and individuals within a decade of leaving work — or already drawing pensions who need a clearer monthly schedule.
We gather pension statements, State Pension forecasts, and real spending. You receive a written income plan covering drawdown order, tax bands, and what to leave invested.
From £850 · Fixed fee for a full retirement income review
Related consultations
Other ways we advise
Protection & Family Cover Advice
Life cover, income protection, and critical illness reviewed against your dependents, mortgage, and earnings.
Business Owner Financial Planning
Personal and company-side planning for directors: pensions, dividends, cash extraction, and succession readiness.
From clients
What the work felt like
We came in with three pension pots and no idea which to draw first. The written schedule showed tax bands month by month. I still wish we had started the fact-find a year earlier — gathering statements took longer than expected — but the plan itself is something we actually use.
Helen M. · Retirement Income Planning
How we work
Fact-find, research, written plan
Every engagement follows the same rhythm: gather your papers, test options against UK tax and pension rules, then present recommendations you can keep on the kitchen table.
Ready to talk through your pensions?
We reply within two working days. Bring statements if you have them — or ask us for a document list first.