Retirement Planning isn't a company in its own right — it's the shared entry point to two established, regulated Suffolk businesses who between them cover the questions that come up most in later life.
Most people's later-life questions don't arrive neatly labelled "mortgage" or "legal." They arrive as one worry — "what happens to the house," "can we afford to help the grandchildren," "what if one of us needs care" — that usually touches on money, property and paperwork all at once.
Historically, that meant explaining your situation twice: once to a mortgage adviser, once to a solicitor, often without either having the full picture the other was working from. Retirement Planning exists to remove that friction — one calm conversation that routes you to the right specialist, who already understands where you're starting from.
Nothing here replaces regulated advice. It's the front door to it — general information first, a proper conversation second, and a decision only once you're ready to make one.
Whole-of-market mortgage, protection and equity release advice, authorised and regulated by the FCA.
Visit Giles Financial Services →Wills, lasting powers of attorney and trusts, drafted with the same unhurried, plain-English approach.
Visit Jackson Giles →Nothing is signed on a first call. You leave with a clear written plan and take as long as you need to decide.
If a term needs explaining twice, we haven't explained it well enough the first time. We'd rather you understood than were impressed.
We'd rather tell you a decision doesn't suit you than sell you something that technically fits.
A 25-minute chat costs nothing and could change how confident you feel about the years ahead.