About to retire

Secure your ideal retirement

As you approach retirement, it’s common to have some questions about what happens next and what you should be doing in the lead-up to stopping work. We’re here to help you feel prepared for this next stage.

We will work with you to establish not just what you have now, but what you might need in order to live the retirement you want. With a tailored financial plan, we can ensure financial future is in safe hands – so that whatever’s on the cards, you can look forward to it with ease.

You may be asking...

Will I need to change my plans for the future if I suffer investment losses?

Do I have enough money to live my ideal retirement?

Can I afford to retire now?

Will my family be financially secure if anything happens to me?

What do I need to know about lifetime allowances and tax charges?

If you find yourself asking these same questions, or wondering about something else, we can help. Find out more about what we can do below, or get in touch.

How we help

Understanding your goals

We will help you determine your retirement goals and what you want the future to look like. Whether it’s spending more time with family or more time to travel, we will explore what matters most.

Planning for the next stage

We’ll gain a clear picture of your current financial situation, including the value of your existing pensions and investments. We will then forecast how much money you might need to achieve your ideal retirement.

Creating your plan

We will use our extensive knowledge and expertise to create your bespoke financial plan. This will lay out a clear course of action for achieving your objectives within a stated amount of time.

Peace of mind for the future

We can help put the right policies in place to ensure your family will be protected in the face of unexpected circumstances. All you have to do is live life to the full, knowing the things that matter are in safe hands.

What our clients say…

Don’t just take our word for it - here’s what our clients had to say about us in a recent survey.



of clients believe that working with us has helped or will help them to achieve their financial goals.



of clients would recommend us to their friends, family or colleagues.



of clients were satisfied that we understood their circumstances, objectives and aspirations.

Your journey

The process of working together varies depending on your needs and circumstances. Find out more about what you can expect on your journey with us.

How we work

Ready to get started?

We’d be delighted to hear from you to discuss your requirements. Simply get in touch using our contact form and we’ll arrange an initial chat.