Are you in retirement?
We help retired people who want to work with experts who they can trust to do the right thing with their hard-earned money. Often, they want to make sure that their wealth will be passed on according to their wishes and will ask us to guide their children/grandchildren too.
How we help
We want you to enjoy your retirement and not worry about things such as long-term care or running out of money. From the outset, weā€™ll spend lots of time getting to know you, so we fully understand what you want from your retirement and any concerns you may have.
Once weā€™ve had a meeting to get to know each other, we can establish what your financial goals are for you and your family.
Once you are happy to engage with us, weā€™ll put together a completely bespoke financial plan, designed to help you to achieve all the things that are important to you.
Weā€™ll recommend what you need to do about your savings, investments, pensions, insurances and estate planning (including inheritance tax) to put you in the best financial position you can be.
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Can I continue with the lifestyle I want in retirement?
The sooner we can implement your financial plan, the more likely youā€™ll achieve the retirement you want.
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Can I afford the cost of care in my old age?
Effective financial planning will identify the best ways to cover the cost of care.
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How do I make sure my loved ones donā€™t have to pay too much tax when they inherit from me?
Estate planning will help to ensure that your loved ones only pay as much tax as is necessary.
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Can I afford to give money away?
With a dedicated financial planner, you can decide how much you can afford to gift and when.
Client stories
Contact us
If you have a query or would like to arrange a no-obligation consultation at our cost, please complete the form and weā€™ll get back to you very soon.
