Planning my retirement
Retirement may seem a lifetime away. Or it might be just around the corner. Whatever stage you’re at, we can plan for your money to keep working when you’re ready to take a step back.Pension planning and beyond
There are more ways than ever to invest and save for the next chapter of your life. And choices can change over time. We’ll help you put together a plan that’s tailor-made for your goals.
Make your money last
If you’re not sure how much to save, when you can stop work or whether your money will last, we’ll advise you. We find the right plan so you can rest easy, knowing you’ll be taken care of.
Share the wealth
Pensions benefit not just you, but your whole family. If you’d like to help future generations flourish, we can help you gift some of your pension as an inheritance, or even set up a pension for your children.
Boost your income
Annuities. Income portfolios. Property. Our team of advisers keep your money working, so you don’t have to.
Face-to-face or virtual
We’re always here for you through our secure digital client portal. But we also know people need people. You choose how you’d like us to be in touch.
Annual reviews
We’ll sit down with you – virtually or in person – at least once a year to go over your progress and future plans. And we’re listening. If something isn’t working for you, let us know.
Security
Your financial details are safe with us. We offer a level of security you’d normally only find at a FTSE 100 firm, including protecting your data.
Not sure if you need financial planning? Ask yourself these questions:
Do you have enough put away to live your dreams?
We’ll help you manage your investments so you know what you’ll have to spend, when. And rest easy knowing in future you won’t miss your old pay cheques.
Do I have an inheritance tax plan?
Make sure your family reaps the benefit of your hard work, even when you’re no longer here. We have the expertise to help.
Do I need to set up a trust?
Protect the future. A trust can safeguard your wealth and provide for the next generation, or to contribute to worthwhile causes. Sound planning makes sure your money goes exactly where you want it to.
Need help answering these questions?
Our dedicated advisers are happy to help
