Retirement planning
Consider retirement goals, pension arrangements and when you may want to access your money.
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A little clarity goes a long wayFinancial planning, without the fog
Whether you are thinking about retirement, investments or your wider finances, start by understanding the questions to ask a qualified financial adviser.
Find a financial adviser →Moneykind is an introductions service, not an adviser or product provider.
Free to enquire. Moneykind makes introductions; any professional fees are explained by the provider.
Explore your options
What can you get help with?
Every situation is different. These are common topics you might want to discuss with a professional before making a decision.
Pensions
Understand why charges, investment choices and pension features should be checked before making changes.
Investments
Explore time horizon, risk tolerance, diversification and the possibility of losses.
Later-life planning
Discuss long-term goals and the financial decisions that may need specialist advice.
Important: Investments can go down as well as up. You may get back less than you invest.
Simple from the start
How Moneykind works
01. Tell us what you need
Use the relevant enquiry journey on our homepage to share the basics.
02. We review your enquiry
We consider whether an introduction to a relevant professional may be possible.
03. Speak to a professional
If an introduction is made, the professional explains their services, charges and any next steps.
An introduction is not a guarantee of acceptance, eligibility, advice or a particular outcome. Moneykind may receive a referral fee from a participating business; see how it works and our regulatory information.
Good questions
Frequently asked questions
Can Moneykind recommend an investment?
No. Investment recommendations must come from an appropriately authorised adviser.
What should I prepare for a first adviser meeting?
A summary of income, savings, pensions, debts, existing plans and what you want to achieve is a useful start.
Are investments guaranteed?
No. Investments can fall as well as rise in value, and you could get back less than you put in.
How do I check an adviser?
Check the firm and its permissions on the FCA Financial Services Register before proceeding.
Explore other ways we can help
For more detail about our role, read How Moneykind works or our general FAQs.
Ready when you are
Tell us what you're looking for.
Start with a few details. There is no obligation to proceed after an introduction.
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