Retirement Planning

Planning ahead is key to enjoying a comfortable and financially secure retirement. We can help you understand your options, optimise your income, and put a clear strategy in place.

Our Retirement Planning service is designed to help you prepare for the future with confidence. We provide tailored advice to ensure you are making the most of available pensions, investments, and tax reliefs, while aligning your plans with your long-term goals. Whether you are approaching retirement or planning well in advance, we work with you to create a clear, practical strategy that supports your desired lifestyle and financial security.

Our Retirement Planning service includes:

  • Liaise with financial advisors with regards to pension planning
  • Exit strategies for businesses
  • Tax planning for disposal of assets
  • State pension planning
  • Cashflow forecasting and income planning
  • Tax-efficient withdrawal strategies
  • Advice on timing retirement and accessing pensions

Get In Touch

What our clients say

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    The team at Morgan Hemp have provided accountancy and financial advisory services to my Practice – Sketty and Killay Medical Centres – for over 10 years. I am more than satisfied with the service that has been provided to me on a business and personal basis. The Morgan Hemp team has provided a complete professional, approachable, and responsive service.

    As one of the largest Practices in Wales the financial and accountancy issues are considerable.  Morgan, Hemp have been invaluable over the last 10 years. I consider them specialists in the delivery of GP accountancy support and would unreservedly recommend them to any of my General Practice colleagues.

    Dr Chris Johns MBBS (Lond) DRCOG DHSM DPD – Sketty and Killay Medical Centres, Swansea
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    When you meet up to discuss the bigger picture all the staff at Morgan Hemp take the time to understand your current situation, and more importantly where you’re heading, so they can help you plan accordingly.

    They are knowledgeable and trusted advisors.

    Daryl Edgecombe – Creative Director Gelogenic Ltd
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    Our company is going through a period of rapid growth which we partly attribute to the excellent advice and the efficient service that we have received from all the staff at Morgan Hemp. 
The partner who works on our business not only has a thorough knowledge of his profession but he possesses the rare quality to be able to communicate that information clearly and succinctly. I have no hesitation in recommending Morgan Hemp to any company or individual.

    Jane Wallace-Jones – Managing Director Something Different Wholesale Ltd
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    The Morgan Hemp team are highly reliable professionals with an exemplary work ethic. They are committed to delivering excellent results to all their clients. They apply their detailed accountancy and taxation knowledge along with good doses of business judgement and practicality, making them  proactive advisers who are at the forefront of any changes in the accountancy and taxation industry. I highly recommend Morgan Hemp’s expertise and skills, with complete faith, to any potential client.

    Rob Phoenix – Amber Skye Photography
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    Morgan Hemp have been my accountants for a number of years and the advice I have received from them far exceeds expectations. Morgan Hemp have saved me money with the services they provide.

    Simon Richards – Director S.T.R Cleaning Ltd
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    I would like to offer some feedback from a recent client that I referred to you. On returning from his meeting with you he commented on how friendly he felt The Morgan Hemp team were. One of the Morgan Hemp directors was able to sit down and listen to him, and he was able to give proper advice. Our client felt he gave a solution to his accountancy and taxation issue. He felt completely relaxed and had no issues with transferring across to Morgan Hemp.

    Thank you very much for looking after our client this way and we will continue to refer you to them.

    Mark Sansum – Director Watermark Financial Planning
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    I have been a client of Morgan Hemp for three years and I have always been provided with a first class service from the whole team.

    As a company we a going through a period of growth, and the assistance I have received from Morgan Hemp during this period has been exceptional. “You have always made yourself available for any queries or advice I have required in or out of normal working hours.

    I would have no hesitation in recommending Morgan Hemp to anyone who is in business; in fact based on my experience I would go as far as to say that anyone in business would be foolish not to use them.

    Anthony Thomas – Director Elite Heating Services Wales Ltd
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    I would like to thank the team at Morgan Hemp for all the help over the years. Whenever I have needed advice you have always been there. Even when you are away on holiday you are on the end of the phone, there aren’t many accountants that offer that support.

    I would have no hesitation in recommending Morgan Hemp to anyone.

    Graham Linnard – Director Cor Cleaning Ltd

Talk To Us

Tel: 01792 466428

Morgan Hemp.
Chartered Certified Accountants and Registered Auditor
103-104 Walter Road
Swansea
SA1 5QF