Approaching retirement
We’ll help you understand your “magic number” and show you how close you are to retirement.
A realistic plan for your future
Retirement has a way of prompting those big, life-changing financial decisions. As you prepare to step away from work for good, your focus should shift from building wealth to preserving it.
However, before determining how much you’ll need to maintain your lifestyle, you must sit down and consider the goals you’d like to achieve when you retire, whether they are personal goals or wider financial goals for your family.
What we’ll do to help
See your financial future
As financial planners, we use cashflow modelling to visualise your future and see how your retirement could look based on different outcomes and scenarios, so you can enter retirement with confidence.
Find the right time to retire
It’s always good to work toward a goal, and retirement is no different. Using our cashflow forecast, we’ll help you determine the realistic timing of your retirement and the lifestyle you can look forward to.
Review your existing plans
Whether you have a single pension or multiple plans, they must align with your goals. We can consolidate your pensions into a new scheme or one of your existing ones, and assist in tracing any long-lost plans.
Guide you through the years
We don’t just help you retire; we support you throughout your journey, assisting you and your family in later life. This ongoing support ensures you remain confident and fully enjoy your retirement.
Trust in our process
We take a lifestyle financial planning approach, meaning we’re here for the long term, not just for a one-off transaction. When you work with our team, you’re embarking on a long-term journey with us, and we’ll be there to celebrate every milestone along the way.
As an independent firm, we have the freedom to look at the whole of the market to find solutions that are right for your unique needs, with a guarantee of impartiality.
Our clients
The real proof of our work is in the trust and results our clients share.