Retirement Bootcamp Webinar:
Plan better.
Live smarter.
Retire happier.
Join Ewan Duncan's free retirement masterclass and learn the essential investment skills you will need in retirement, discover how tax will interact with your savings over time and how to audit your own retirement plan. Plus claim your complimentary Retirement Review where you'll go over your plan and receive additional guidance and 1-on-1 support from a registered financial adviser.This event is expected to sell out so register for your space on this session using the link below, free of charge.
Register here. >>Attendance is free of charge and limited to 100 participants, so don't delay.Book your ticket and get started on your Retirement Journey today.
Text
Retirement Bootcamp : How to plan a retirement that actually works
Join your host, Ewan Duncan, on a 60-minute masterclass helping you understand the key strategies you need to know before you retire.Discover the ‘Three Pillars of Retirement Income’ and get money confident. I’ll explain how your retirement nest egg can grow over time to give you a sustainable and manageable retirement. You’ll learn how to audit your own financial position with a financial planning worksheet sent after the event (plus - an exclusive invite to a free one-on-one strategy call with a financial adviser).
During this session you’ll learn:
Financial Risk basics - risks that go beyond the norm, such as longevity, withdrawal and inflationary risk.
State Pension - learn how much you can get, how to find out how much you will get and how to try and maximise this benefit and use it to fuel your retirement dream
Pensions and Investments - what options exist, where you should save your extra money and clever tax breaks to help turbo-charge your savings.
Retirement Income - get to grips with the options when taking an income from your investments, and learn how investment profiles can change when you give up work
Tax Planning - understand tax planning basics and tips you can implement yourself.
60-minutes of your time will help you with 20 years+ of retirement planning!
About your host
Ewan Duncan is a FCA registered financial adviser and has helped 1,000+ individuals and families get more money confident. He has over 6 years of experience working within the retirement industry and is an adviser with RetireInvest, a part of the Quilter Financial Planning network.As an adviser, he maintains a 4.9* rating on VouchedFor and specialises in goal based investing, pensions/retirement and inter-generational family wealth management. He works with clients across England and Wales, and offers both in-person and remote financial advice, ensuring his clients have unfettered access to him wherever they may be.
Free Resources included - Free retirement audit worksheet
& inc. on a limited basis 1-on-1 retirement strategy call.
This event is capped at 100 attendees and is expected to sell out - so please don’t delay. Book your free webinar ticket now and join me to plan better, live smarter and retire happier.
Contact me
Ewan Duncan is a financial adviser with RetireInvest Ltd.RetireInvest Limited is an appointed representative of Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority.RetireInvest Limited is Registered in England and Wales, No: 09916200. Registered Address: 4 Finkin Street, Grantham, Lincolnshire, NG31 6QZApprover Quilter Financial Services Ltd 19/09/2025
If you are unhappy with our serviceIf you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:Quilter Financial Planning Complaints DepartmentQuilter SUNDERLAND SR43 4JP Email: [email protected] Tel: 0808 171 2626You can find more information by visiting the Quilter Financial Planning website: Contact Quilter Financial Planning | QuilterIf you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Thanks for attending my Retirement Bootcamp webinar.
I hope you found the session interesting and useful.As promised, you can find links to the documents and websites we discussed here.
What to do next
If you are considering your retirement plans and want to know whether or not you are on track for retirement, start with completing your retirement audit worksheet and reach out to me for your free Retirement Strategy session.During the call we can unpick your retirement plan, discuss your current position and future goals and complete an investment risk assessment to decipher more about your investment philosophy and attitude to risk.
Book your Retirement Strategy session here
Who I work with
Thank you for attending my Retirement Bootcamp webinar.In my role as a Financial Adviser, I see people of all walks of life and do genuinely believe that there are benefits to working with professionals, in some capacity, for almost everybody.My particular areas of specialism are in pensions and investments, retirement planning and inter-generational wealth planning, helping to ensure that individuals and families are as prepared as possible.Geographically, I cover a large area being both England and Wales, and I see my clients both in-person and remotely. I am looking to onboard new clients over the coming months, although spaces are filling up, so if you think we would be a good fit please don't hesitate to get in touch.You are always welcome to reach out and if you have any questions or feedback. Thank you once again for your interest and I hope to see you again on another session.Ewan Duncan DipPFS
Ewan Duncan is a financial adviser with RetireInvest Ltd.RetireInvest Limited is an appointed representative of Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority.RetireInvest Limited is Registered in England and Wales, No: 09916200. Registered Address: 4 Finkin Street, Grantham, Lincolnshire, NG31 6QZ
If you are unhappy with our serviceIf you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:Quilter Financial Planning Complaints DepartmentQuilter SUNDERLAND SR43 4JP Email: [email protected] Tel: 0808 171 2626You can find more information by visiting the Quilter Financial Planning website: Contact Quilter Financial Planning | QuilterIf you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.