About to retire

The transition from work to retirement can bring with it many opportunities, but it’s natural to have some worries. Many of our clients come to us asking: “Do I have enough money to last the rest of my life?” “Can I afford to do the things I want?” “What happens now?” We can help put your mind at ease.

We’ll work with you to ensure your finances are set up to support you throughout your retirement. We will explore your income options and project how much you’ll need in relation to your objectives, removing the worry of the ‘what if?’ questions.

Whatever your dreams in retirement, we can help to give you confidence in your financial future, so you can live comfortably – without fear of running out of money.

How we can help

Understanding your options

We will explore the income options available to you and create a financial strategy designed to help you make the most of your pension pot.

Achieving your retirement goals

Whether it’s a holiday of a lifetime, trying new hobbies or simply spending more quality time with your loved ones, we can help ensure your finances support your goals.

Estate planning

If you’re considering passing on some of your wealth, we can provide Inheritance Tax planning services to help ensure more of your estate goes to the right people.

Peace of mind

Above all, we aim to provide you with the kind of advice that gives you peace of mind for the future, so you can enjoy your retirement without having to worry about money.

The value of investments may fall as well as rise. You may get back less than you originally invested

Contact us

If you’d like to learn more about our services or arrange an initial meeting, we’d love to hear from you. Simply fill in the contact form and we will be in touch shortly.