Making the transition from working life to retirement can be a daunting prospect, however ready you feel.

If you’re in your mid-50s to 60s, you may be struggling to find the same enthusiasm for work as you used to. There’s a big world out there; you’ve worked all your life and you’re ready for the next chapter. Hobbies old and new, more time spent with loved ones and new adventures all await on the other side: but will you have enough money to live the life you want?

You will likely have accumulated pensions, savings and investments over your working life; nevertheless, their overall value, and what that means for your future, may well be a mystery to you. You might be considering working part-time for a few more years; you might instead want to know if you’d be financially secure if you were to retire tomorrow.

We are Independent Financial Planners with years of experience working with people who are ready to retire within the next few years. 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.