Who we help

People approaching or at retirement

We’re on this journey together

You don’t have to be on the brink of retirement to start thinking about it. Equally, there’s no such thing as being late to the party. The sooner you can begin visualising the retirement you desire, the better chance you have of making it happen. It’s a significant life change, so you want to eliminate the guesswork and have a concrete plan.

Starting with the all important question: When can you afford to retire? You’ll want to begin making plans, ensuring your family are financially stable, and we’ll help establish if you have enough to achieve your retirement goals.

With the State Pension Age rising, it’s understandable that you’ll want to establish sources of income and be confident that you’re in good stead for the years ahead.

How do we add value?

We asked our clients to tell us where we have added value and benefited their lives. They said:


Continuity of advice, trust and confidence in the service provided

The three words you want to hear when you’re looking for an adviser – we tick all the boxes! You’ve got an adviser for life and you can expect to meet with us for many years to come. We don’t just offer individual services, instead we work with you for years to provide ongoing help pre-retirement and during.


Independent advice that removes my need to find the right fund or investment

You want to get involved and see how your investments perform, but equally you don’t want to do the hard work. Leave it to the experts to ensure that your money is where it should be – we’ll still keep you up to date, you’ll be pleased to know!


Reassurance that my decisions are on the right track

How many times have you questioned the choices you’ve made when it comes to money? We’ll take a guess that it’s a few too many for your liking. We work on your behalf so you can be comfortable knowing your finances are taken care of.

Common questions asked…

We never want you to feel like you’re alone. Our team brings a wealth of experience and can answer any worries you have, such as:

How much money do I need to retire at my preferred retirement age?

Can I live the lifestyle I’ve always dreamed about?

Am I getting a good return on my investments?

Is my family secure if anything was to happen to me?

If you’ve got questions just like these, then you’re just one click away from a no-obligation meeting with our team.

Get in touch

The Financial Conduct Authority does not regulate taxation or trust advice.

How our clients feel

In 2021, we asked our clients how they feel about the service they receive from us.

This is what they told us.

The client journey

It all starts with us taking a step back and looking at how we can help you achieve what you want from life. We’re in this with you for the long term and take a holistic approach towards financial planning with a six-step process.

Your journey

Getting in touch is easy

If you have questions, please contact us using the form below and our expert team will get back to you.