Retirement Planning

If you’re starting to plan for retirement – and wondering how far away it might be, or if you have ‘enough’ – the value of your pensions, investments and savings may be a mystery to you. You’ve worked hard over the years, but the future can nevertheless feel uncertain. That’s completely normal.

You’re aware it’s time to take a closer look and start thinking about things more seriously. Your children may have left home, and your friends might be starting to retire. You’ve been working all your life, and it’s not quite as enjoyable as it once was. You might have already switched to working part-time or are hoping to do so. After all, you’ve got things you want to achieve and places you want to see.

But what’s possible?

You just want to know that you’ll be okay, and life will be fulfilling when you move away from the world of work. It’s a big step, but we will help clarify things for you and dispel any worries you might have.


Here’s how we’ll help

Clarify your goals

Through conversation, we’ll encourage you to think about your future, family and ambitions to gain much-needed clarity on your goals.

Assess your finances

We’ll look at your current pensions, savings, investments, expenses, protection needs and, most importantly, your objectives.

Show you the future

Using cashflow planning software, we can make some informed predictions about your financial future and the impact of different scenarios.

Make adjustments

Once the plan is in place, we often need to take some action and adjust things to ensure your finances align with your retirement goals.

Think ahead

We like to be one step ahead. We’ll ensure your future and that of your loved ones is secure beyond retirement through estate planning.

Keep you on track

This is just the beginning. Financial planning is a process; we’ll meet each year for a check-up to make sure everything is on track.

Contact us