Are you heading towards retirement?

We help busy professionals and business owners who are starting to think about retirement. Often in their 50s, the time has come to make important decisions about how and when they can afford to retire. But with financial planning being outside their area of expertise, it makes sense to work with an experienced expert to prepare for retirement.

How we help

To make sure that you can achieve the kind of retirement you want to have, we need to really understand what’s important to you. So, right from the outset, we’ll spend lots of time getting to know you.

This starts with a meeting where we’ll talk through what you want from your retirement. From this, we can establish what your financial goals are, both now and for the future.

Once you are happy to engage with us, we’ll undertake further research and put together a cashflow forecast. This will clearly show you where money is coming in and out, and the impact of any ‘big ticket’ expenditures, such as a trip of a lifetime.

Then we put together a completely bespoke financial plan, designed to help you to achieve all the things that are important to you. We’ll recommend what you need to do about your borrowing, mortgages, savings, investments, pensions and insurances to put you in the best financial position you can be.

  • When can I afford to retire?

    With cashflow planning, we can help you identify the optimal age for you to retire.

  • Can I afford to have the lifestyle that I want in retirement?

    The sooner we can implement a plan, the more likely you’ll achieve the retirement you want. This is where proper financial planning adds most value.

  • Should I be worried about my investment returns?

    We’ll guide you on the best investment choices to achieve your goals.

  • Can I afford to give money away?

    With a dedicated financial planner, you will be in a better position to decide how much you can afford to gift and when.

Client stories

Lesley is 56 and retired nearly two years ago after working in HR for over 30 years. She’s divorced with two grown-up children. Whilst they’ve both moved away from home, both are in academia, so Lesley still feels like ‘the bank of mum’ at times!

LESLEY, Totnes, Devon

Sarah is 54 with 20-yr old twin boys, a 15-yr old daughter and their labradoodle called Sully. Sarah’s husband sadly passed away in 2013. He had previously dealt with all of the household finances, so her probate solicitor recommended that she appoint a financial planner.

SARAH, Worcestershire

Contact us

If you have a query or would like to arrange a no-obligation consultation at our cost, please complete the form and we’ll get back to you very soon.