When the future is unclear, the thought of retirement may well feel more daunting than exciting.

If you’re in your 50s and starting to think seriously about retirement, you’re probably looking for reassurance and guidance.

Will I have enough money?

Will I be able to do the things I always wanted to do?

What will the future look like?

When the prospect of retirement is clouded by uncertainty, dreams of travel, spending more time with family and new pursuits may feel out of reach. Our team of expert Financial Planners will show you what the future could look like, taking into account your current financial situation and, more importantly, your personal goals and ambitions. That way, when your working life ends and the next chapter begins, you can rest assured you’ve got a secure plan in place to enjoy it properly.

Here’s what we do to help

  • We’ll take the time to ensure all your questions about retirement are answered. We also want to get to know you:
  • What are your plans for retirement?
  • What do you want from life?
  • What’s important to you?

We’ll build a strategy to help you answer these questions, with your goals and aspirations at the heart of the plan.

  • We’ll simplify things. The financial world can be jargon-heavy; the last thing we want is for you to make an uninformed decision. We’ll make sure you understand the processes, terms and implications every step of the way.
  • We’ll review your existing pensions, savings and investments, making sense of what you have and dealing with all providers so that you don’t have to. We’ll use this information to inform our recommendations and plans, show you the income you will need to reach your retirement goals and at what age you can stop working

Case study

Retirement planning

Andrew and Sarah were in their mid-50s when Sarah was diagnosed with Parkinson’s disease. The couple wanted to retire soon and came to us to create a financial plan that would allow them to spend more time making memories.

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We build long-term relationships with our clients, providing clarity and security for the short, medium and long-term. We do this through our comprehensive financial planning service, Lifepath.

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