Get the best from your retirement years
Do you have ambitions you’re yet to fulfil but need some help exploring what you can afford?
Are you unsure how much money you will need to keep aside to fund your later life needs?
Do you have questions about passing your wealth on tax efficiently?
Whether your dreams for your retirement include sailing the world, starting a new hobby, setting up a business venture, or just being there to see the grandchildren grow up, our purpose is to help you express yourself and enjoy your retirement with a financial plan that supports your goals. We might even tell you that you should be spending more money!
How we help
You'll gain financial security We work with clients at all stages of retirement to provide financial security for the years ahead. Our structured, ongoing support is designed to deliver confidence and peace of mind at every stage.
You'll be able to plan for your later life care needs While you will quite rightly want to be able to enjoy your life in the present, true wellbeing can only be achieved when you know the future is secure too. We offer later life advice, providing guidance and much-needed peace of mind when it comes to concerns such as funding your later life care needs, estate planning and tax.
You'll understand whether you're spending too much... Or not enough! Do you have items on the bucket list that you'd like to be ticking off, but you're holding back because you fear you can't afford it? Using sophisticated cashflow modelling technology, we can help you work out how much you can afford to spend now and how much you need to be saving for your longer term needs. Nobody wants to run out of money, but we feel just as passionately that no-one should be holding back from life when your finances support your ambitions.
You'll gain the peace of mind of knowing your wealth will stay in your family As you make changes to your own life, you may want to be sure your loved ones will be taken care of in the years to come too. We provide expert, independent advice on issues relating to the transfer of wealth, gifting, Inheritance Tax and estate planning, to ensure you have peace of mind that your loved ones’ futures will remain secure when you are now longer here.
The stages of your journey
Your journey with us will be unique, just as your goals and requirements are too. But working in a structured way allows us to best meet your needs and build strong, ongoing relationships.
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.