You'll understand how much money is "enough"
How much will you need to retire comfortably and achieve the retirement lifestyle you aspire to? We’ll help you answer this, and to understand your options when it comes to drawing a retirement income. We’ll also analyse how close you are to achieving your retirement goals with your current arrangements.

You'll understand how close you are to being able to retire
By assessing your present situation – your assets, liabilities, income and expenditure – and using sophisticated cashflow modelling tools, you’ll get a clear and detailed picture of what your future is likely to look like. you’ll get the answers to key questions such as when you can retire and what standard of living your current arrangements will afford you.

You'll learn how to maximise your retirement income
Where your current financial arrangements are unlikely to deliver the lifestyle you want, we recommend how you can improve your prospects of achieving them. Whether that is better returns on your investments, reaching your retirement goals more quickly, or increasing your retirement income, you’ll benefit from practical solutions that get you where you want to go.

You'll feel confident about your future
Data from the Office for National Statistics’ Wealth and Assets Survey shows that 48% of those questioned were not confident their retirement income would provide the standard of living they are hoping for. We don't believe anyone should fear for their financial wellbeing in retirement. With financial planning, you can gain confidence your aims are costed out and "part of the plan".