Retiring now

If you’re on the cusp of retirement, congratulations! What a milestone.
What does your ideal retirement look like?

In the past, retirement followed a well-healed path; with the arrival of your State Pension Age came a downing of tools and the drawing of your pension. These days, there are many options for how to retire, when to retire and how to fund your retirement than ever before.

But while more choice means more freedom, it can also mean more confusion.

Many people choose to slow down and take a phased approach to retirement. For others, retirement brings the opportunity to change direction and pursue a passion project. You may be planning wild adventures on far-flung shores or looking forward to spending more time with your family.

Whatever your wishes, you’ll want to feel financially secure and able to enjoy your retirement without the fear of running out of money.

We’ll help you answer questions such as:

How much money will I need for a comfortable retirement?

Do I have enough?

How should I fund the early days of my retirement?

Will I be able to achieve all my retirement goals?

How will I fill my days once I’ve stopped working?

We encourage our clients to focus on how their finances can maximise their experience of retirement. Afterall, after a lifetime of hard work, you deserve to enjoy the years ahead on your own terms.

By making a plan, you will be able to look forward to the future with confidence, rather than trepidation. You can then take confident steps towards the next exciting years of your life.

Meet our clients

It all starts with a hot drink

And if you're lucky, a chocolate biscuit too!!

Whether it’s a tea, coffee or hot chocolate (Madeleine’s favourite), we think a drink and a chat in a relaxed environment is the perfect way to get things started.

07968 479 219