It’s important to make the most of the decade or so before retirement. You need to plan now for the important lifestyle and financial choices ahead. Optimising your pensions, investments, and your financial plan today will reap rewards in later life.
You’ve got a series of important decisions to make over the coming months. The choices you make now will have lasting implications for your lifestyle in retirement. Let’s talk to make sure you’ve considered all of the options and you can retire with a clear plan.
We hope your retirement is working out as expected. It’s never too late to make adjustments to your retirement plans, so you can achieve your biggest goals in life. You might be starting to think about the later stages of retirement too. We can help you formulate a clear plan for the future.
We will work together to develop a comprehensive Financial Plan and answer all of the big questions in your life. This will primarily include how you might want to spend your retirement, how much this will cost and what changes you may need to make to make this a reality.
Hi, I'm Noel Watson
I work with my clients in Pyrford and the surrounding areas of Surrey to help them plan for a better retirement.
I’m Noel. I live in Pyrford with my family. I studied engineering at University, before going to the City spending 15 years working there.
It was during my mid-thirties, I was earning some good money working in London, I visited a financial adviser to understand what my future might look like.
The advisers I saw didn’t really give me any clarity. All they talked about was investments and beating the market.
At that time, I didn’t know any different. But I knew that something was missing.
So I decided to study and understand what they weren’t telling me about money, to give me a better outcome.
After passing my exams and becoming a qualified Financial Planner, I realised there are lots of other people who need the same kind of service; a retirement planning service that gives them the peace of mind and clarity they require.