Retirement Planning Workshop with Kellyhill Financial Planning

Planning for retirement can feel overwhelming, but pensions remain one of the most effective and tax‑efficient ways to secure long‑term financial well-being.

In this accessible session, led by Lee Andersen from Kellyhill Financial Planning,  we’ll break down what pensions actually are, how they work, and why they play such a crucial role in modern retirement planning. Whether you’re running a small business, self‑employed, or simply wanting to make smarter financial decisions for your future, this session will be informative for all.

We’ll also tackle the most common myths and misconceptions that often stop people from making the most of their pension opportunities. By the end, attendees will gain a clearer understanding of how pensions fit into a broader financial plan and what practical steps they can take to improve their retirement outlook.

Lee Andersen is an experienced Financial Adviser with a Diploma in Financial Planning who helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances.

Kellyhill Financial Planning Limited is an appointed representative of M&G Advice Partners Limited. M&G Advice Partners Limited is authorised and regulated by the Financial Conduct Authority. M&G Advice Partners Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.