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Approaching retirement

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As daunting as it might feel, we make retirement planning an aspiration-driven process.

You’ve worked hard and saved hard over the years.

For most people, there comes a time when they start to think more seriously about what moving away from the world of work might look like.

It’s a scary prospect, and one that’s hard to determine on your own. How much is enough? What will life look like? Will I be able to achieve the big things I’ve been planning all these years?

We believe you deserve to. That’s why we help people who are approaching retirement to create those postcard moments to enjoy; both now, and in the future.

We will:

  • Help you to identify your goals through relaxed, in-depth conversation
  • Review your existing pensions, investments and savings to establish how efficiently they are working for you and your goals
  • Recommend any adjustments to your financial arrangements that will help you get on track to achieving your goals
  • Work with you on an ongoing basis, right the way through your retirement, to ensure you continue to enjoy the lifestyle you’ve worked hard to achieve

Meet our clients

Our clients are at the heart of everything we do. Some of them were kind enough to sit down and chat about how working with us has changed their lives for the better.

Get in touch

We’d love to arrange a casual chat over a cuppa and cake to discuss how we might be able to help you. Just leave your details below and we’ll be in touch.