People planning retirement

Receive expert advice on how to plan for your retirement and explore whether you’re currently on track to achieve the retirement lifestyle you want.

At what age will you be able to afford to retire? What kinds of things do you picture yourself doing once you retire? Will you have enough in the pot to afford the lifestyle you would like?
For some people, retirement can last almost as long as their working life, so it’s important to get the answers to these questions right.

Your strategy should encompass all aspects of what is, for most people, the biggest change in their financial circumstances during their adult lives. That means identifying what you want your retirement life to look like and how you will ensure it is satisfying and fulfilling.

The range of options has never been wider and knowing which opportunities to take advantage of, and when, is crucial. With our help, you can feel in control of your retirement plans and look forward to the future with confidence.

  • Retirement lifestyle planning

    We’ll help you identify what you want to achieve from the years beyond work, and how you can organise your finances to fund your ambitions.

  • Pension planning

    We’ll review your arrangements and ensure your pension plans are on course to give you the retirement you want.

  • Estate planning and trusts

    Ensure your loved ones will be taken care of at the time of your death, and that Inheritance Tax won’t be a burden where it needn’t be.

  • Pension planning for divorce

    Working alongside solicitors, we can help you plan for a secure future if your pension plans are affected by divorce.

Each step of the journey explained

Life doesn’t stand still for long, meaning your needs and goals will change over time. For that reason, we encourage our clients to see financial planning as a journey rather than a destination.

The journey explained

What our clients say

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