Even if retirement is 5-10 years away, it can be unnerving not knowing whether you’re doing enough to prepare for life after work.

You have likely worked hard all your life and have pensions, savings and investments accumulating in the background; nevertheless, their overall value, and what that means for your future, may well be a mystery to you.

You’re looking for reassurance that what you’re doing is enough and, if it’s not, what steps you need to take to secure the future that you want. Whether you see yourself travelling to places you’ve never been before or spending more time with your loved ones, we will make sure your money is serving your best interests.

We are Independent Financial Planners with years of experience working with people who are planning for their eventual retirement. We will establish the value of your retirement income as it currently stands, show you what the future might look like and, ultimately, recommend the changes you should make to ensure life after work is an exciting and worry-free new chapter.

Here’s how we work:

1. Discovery Meeting

This meeting is an opportunity for you to meet us and allow you to decide if we are the right people to work with you. At the meeting, we will take the time to understand where you are today, what you want the rest of your life to look like and what concerns you have financially. We will explain how we will work with you and how we charge for helping you. We will provide you with a Confidential Financial Questionnaire so we can fully understand your current position.

2. Planning Meeting

At the planning meeting, we will work together to build a plan to enable you to achieve the future lifestyle that you want and remove any concerns that you may have. Following the meeting, we will provide you with your Lifestyle Wealth Plan which will cover our advice and recommendations.

3. Implementation Meeting

Prior to the meeting, we will contact you and ask which areas of the plan you are happy to implement and which areas you want to discuss further. At the meeting, we will discuss any areas you want further clarification on before we implement your plan. We will complete all the paperwork with you then manage the application process, keeping you informed of progress.

4. Ongoing Service

As we all know, life is changeable; your financial plan must be able to adapt to any bumps in the road. Because of this, we offer an Ongoing Service to ensure everything stays on track. Our Ongoing Service includes an annual planning meeting, as well as unlimited communication and face-to-face access to our Financial Planner, James.

Get in touch

If you would like to speak to a member of our team, please enter your details below and we will be in touch.

Please read our Privacy Policy.

Please click this box to confirm you fully understand and accept the Privacy Policy.