Nearing retirement

Planning for the next stage in life can feel daunting at times, regardless of whether it’s a few years away or right around the corner. We help people gain confidence in their financial future and plan for the retirement they dream of.

Financial security for your future

Approaching retirement can bring with it many questions. You may wonder at what age you can afford to retire or what life will look like after the big transition from full-time work. Whatever your concerns, we’re here to help put your mind at ease and plan for the retirement you want.

Our process always begins with you and what you’d like to achieve. Do you dream of retiring early and setting out on the trip of a lifetime? Maybe you’d prefer a phased approach to retirement, or to start a new business venture yourself? Whatever your goals, we’ll build a plan around them, allowing us to organise your finances in a way that supports your ambitions.

Whether the next stage is imminent or it’s still a distant dream, we want to help you feel in control of your retirement plans and set you on the path to achieving them all. So let’s get started.

Identify your goals

Together we’ll look at what you want to achieve in your post-work years. Once we know this, we can explore how best to structure your finances to achieve your goals.

Cashflow planning

Our advanced cashflow modelling technology allows us to forecast your future finances and answer some of your "what-if" questions, helping you to make more informed choices.

Tax-efficient solutions

We can structure your finances in a way that ensures you’re making the most of any available allowances in your pension and other savings or investment vehicles.

What our clients say

Alice Chapman & Rob Booth
Alice Chapman & Rob Booth
In retirement
Alan & Judith Davis
Alan & Judith Davis
Nearing retirement
Partner, EY
Partner, EY
EY Partners
Former Management Consultancy Partner
Former Management Consultancy Partner
In retirement
Senior Clerk at Wilberforce Chambers
Senior Clerk at Wilberforce Chambers
Wealth builders
Partner, Eversheds
Partner, Eversheds
Partners of other professional service firms

99

%

of clients believe working with us has helped them achieve their financial goals

93

%

of clients felt reassured about their investments throughout the Covid-19 pandemic

97

%

of clients we’ve worked with would recommend us to friends, family or work associates

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