Financial planning for you
When it comes to retirement planning, pensions are only part of the story. By helping you clarify your goals, both now and in the future, we can help you prepare for life after work.
There’s more to retirement planning than just pensions. Retirement planning is about looking at how you live your life now, how you’d like to live your life in the future and how together we can achieve these goals.
Once we have done this we can then work out how much income you will need in retirement and what we need to do to generate that income.
We can advise you on the most appropriate types of investment opportunities, balancing the level of risk with the return on investment required. Our specialist retirement planning experts can also advise on transferring pensions and special situations such as sharing pensions on divorce.
You can also speak to us about Estate Planning.
Help clarify your goals both now and in the future
Calculate the level of income needed in retirement
Offer advice on investments, from “normal” pension funds to special investments such as land or property
Balance the level of risk with the return on investment required
Review current pension arrangements and implement changes where appropriate
Advise on special situations such as sharing pensions on divorce
Chartered Financial Planner
Director & Later Life Financial Planner
Later-Life Financial Planning
Financial Planning and Equity Release