Approaching Retirement

We’ll help you understand your options so you will approach retirement knowing all the building blocks are already in place.

As you approach retirement, it’s natural to feel a mix of excitement and uncertainty about what lies ahead. If you’ve never spoken to a financial planner before, you might be wondering if your finances are truly in the best shape as you near this pivotal milestone. This is where our expertise comes in; we’ll be there to answer questions such as: “Can I afford to retire?”, “How much is enough?” and “Am I going to be ok?”.

Enjoy the Life You’ve Built

You’ve worked hard all your life, and now it’s almost time to enjoy the fruits of your labour. However, before you can fully embrace this new chapter, there are a few important things you need to get in order – starting with your finances.

After years of earning an income and becoming accustomed to a certain lifestyle, it’s natural to have questions about what retirement will look like. Can you maintain the standard of living you’ve enjoyed? What will your daily routine be when you’re no longer working?

By taking the time to plan now, you can ensure that your retirement years are not just comfortable, but truly fulfilling, allowing you to focus on enjoying the things that matter most to you.

Ongoing Advice For Your Next Chapter

Most people come to us with that crucial question: “How much is enough?”. We understand how important this is, so we work alongside you to provide a clear answer to ensure your financial security in retirement.

Together, we’ll ensure you are financially organised, you fully understand your financial position, and you have a solid plan in place that will tell you whether you are on track to retire when you desire. Our goal is for you to step into this new chapter with peace of mind, knowing you’re on the right path.

Most importantly, we will be here for the long term. As you count down the days until you retire, we’ll always be just a phone call away, ready to support you whenever you need us. We’ll meet with you annually to check in, see how you’re doing, and adjust your plans as needed, ensuring your financial plans remain aligned with your needs and goals.

What our clients say about us.

Richard and his team have guided me through the complexities of dealing with my pension and investments. He’s done the perfect job to ensure I have financial stability for my retirement.- Jonathan Harrison
Stephen and the team have provided us both with honest details of our financial position. We were both able to take early retirement and now have the time and cash to do things as we want to.- Michael Foster
Stephen advised me on how to steadily build up a strong financial position throughout my career, then guided me through the retirement period. I can relax knowing Stephen and his team are there to support me as and when required.- Andrew Wood
Richard has provided me with the best advice on building up my pension fund to secure a secure and comfortable retirement. He has always been proactive, seeing problems before they arise and providing solutions.- Michael Thomas
The overall service I have received from every member of staff I've come into contact with has been excellent.- Martin K Stevens
I like the formality of the annual review, but the informality of our meetings. I always feel that the team is easy to approach if there is anything that we need to ask.- Graeme Thynne

Janice and Tony’s story

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Sandra and Mick’s story

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Tim’s story

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Ready to plan, build and live your best life?

Speak to one of our team.

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