Planning retirement

Whether retirement is still a long way off, or it’s just over the horizon, you will want to feel confident your finances are robust enough to support your plans.

You may have questions about how much you will need and whether you are on-track to be able to have the lifestyle you aspire to. Or you may be wondering what pension you should be in, to receive the best pot at the end of it.

There are more options than ever when it comes to retirement, which is all the more reason to take advice from an expert. With a SOLLA accreditation in later life advice, and an adviser with Chartered Financial Planner status, you are assured the highest possible technical expertise and advice that meets rigorous standards. But more than that, we really care, striving for long term relationships built on a complete understanding of your needs, with all our clients.

You might be concerned about:
  • Whether your current arrangements are enough to allow you to live a comfortable life in retirement?

  • Whether you can retire at the age you want, or whether you’ll have to keep on working for longer than you’d like?

  • Whether you will run out of money during your retirement?

You might be seeking advice on:
  • Your pension options, whether you need to be saving more, or should consider a pension transfer

  • Your investments and whether you could be seeing greater returns under alternative arrangements

  • What you want from your retirement – not everybody arrives at retirement with a plan

We will help by

Using cutting edge cashflow modelling technology to analyse your current financial picture and your likely future financial picture, giving you an accurate illustration of what your future could look like under your current arrangements, and with some changes.

Helping you visualise what you want from your retirement. While some people approach retirement with a clear plan for their freedom years, others are anxious about how they’ll fill their time and whether the lack of work will leave a hole in their life.

Building you a roadmap to your ideal retirement. We’ll make recommendations where there’s a mismatch between your aspirations and your current projections, and help you find the solutions that allow you to lead the retirement life you desire.

Implementing the changes that need to happen and supporting you every single step of the way. With our ongoing support, we can help ensure you stay on track to your vision of the future no matter what twists and turns life takes in the run-up.

Providing clarity. We will answer your questions in clear, jargon-free language so that you feel fully able to make informed decisions about your future. We make the sometimes complex world of pensions and investments simple to understand.

Find out how we helped Jayant Pandya

I can approach Jonathan as a friend, his trustworthiness is paramount

Contact us

If you’ve got questions or would like to arrange a free initial consultation, please get in touch.

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