Are you looking for…
You live a comfortable lifestyle; you own your property outright, have cash in the bank, multiple pensions and a healthy pot of savings. Behind all of that lies insecurities about how you’ll afford to keep up your lifestyle as you approach retirement.
You’ve been mindful with your money but you’re now in need of a qualified financial planner who has years of experience in picking up the pieces and leading people into a fulfilling retirement.
Outlining your life goals
We practice holistic financial planning and look at the bigger picture by focusing on long-term goals as well as short term. It’s how we determine your priorities and create a realistic plan.
Sustainable levels of income
Structuring your savings and pensions to maximise allowances can make a big difference to your after-tax income and make it last longer, meaning you are more likely to reach your goals.
Diversifying your portfolios
By building a diverse portfolio tailored to your goals, we can provide the potential for long-term and short-term growth, so your eggs aren’t all in one basket. We’ll find the perfect balance.
Organising your pensions
It’s common for people to have multiple pension pots floating around, and it may seem a little overwhelming. We’ll look closely at them and decide whether to consolidate them.
Planning for the what-ifs
Life has a habit of throwing curveballs: losing a loved one, illness, redundancy. We use cashflow modelling to plan and take into account various circumstances to make sure you’re prepared.
Ongoing care and attention
We’ll conduct regular reviews with you to see you through retirement. We’ll enjoy your milestones with you even after we have implemented your plan.
What we can do
We help you to understand your finances and develop a solid strategy to enable you to achieve your goals. We care about seeing you through each stage of your life, no matter how complex it is.