Planning retirement
Whether you’re still working hard or have begun winding down, it’s never too early to start thinking about retirement and the financial needs you’re likely to have in later life.
The countdown begins
It’s sensible to plan for retirement, no matter how far away it might be, but when it comes to your finances, there’s a lot to take into account. With our expert team by your side, you’ll feel more in control when the time comes, thanks to straightforward, reliable advice.
What do you plan to do when you retire?
If you haven’t yet thought about what will bring you joy as you enter the next stage of life, do it now. Whether it’s a dream holiday or just seeing more of loved ones, your retirement is yours to savour, so start getting excited about what’s to come.
How much money do you need to achieve your goals?
Once you know how you want to spend your time after you’ve left the working world behind, you can get clear about what it’s likely to cost. Armed with this information, you can ensure you make the right decisions every time without any fear or regret.
Do you already have enough money?
Too many people delay their retirement unnecessarily because they think they need to keep working and earning more money. With our help, you’ll gain much-needed clarity and permission to retire earlier if you’ve already reached your magic number.
Is your money working hard enough for you?
With a financial plan in place, you’ll have a full overview of any shortfalls that may stop you from achieving your retirement goals. If your arrangements aren’t giving you the right returns, we’ll have you make all-important changes to resolve this.
Could you be paying too much tax?
You’ve paid the taxman all your working life, but now as much of your money as possible should be yours to enjoy and benefit from. Choose us, and we’ll help you identify areas for improvement so you can keep hold of more of your hard-earned wealth.
What type of retirement income do you need?
Pensions can be extremely difficult to understand, so it’s vital that you seek professional help sooner rather than later. Our specialists can help you review your retirement funds and the options you have for accessing them, then make the right choice.
Here’s what else we can help with…
Already retired
Passing on wealth
Long-term care
How we work
Sorting out your finances is complicated enough as it is, so when you work with us, you’ll follow a simple, straightforward five-step process.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
Meet the team
Work with us, and you’ll benefit from years of combined wisdom and a down-to-earth approach that gives you the reassurance you need.
Free personalised retirement report
Getting invaluable insight about your retirement journey only takes five minutes with our handy tool. Just answer a few simple questions to get your personalised retirement report, completely free of charge.
