Who we help
We work with people who are ready to start planning for retirement.
People come to us for one of two reasons:
Retiring soon
Considering Retirement
These clients tend to be in their late 50s or early 60s and have a date in mind for retirement.
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They have questions such as:
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Can I afford to retire now?
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How much can I spend in retirement?
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Can I afford to gift to the children/grandchildren?
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I have a range of pensions and investments. How do I optimise them to deliver a retirement income?
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They want comprehensive retirement planning and financial advice, not just someone that discusses pensions and investments.
These clients are typically over 50 and want to focus on their finances as their children move into adulthood. They aren't sure exactly when they want to retire but most likely within the next 5-10 years.
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They have questions such as:​
- ​What is a realistic retirement date given my current circumstances?
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What changes can I make now to allow me to retire sooner?
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They want comprehensive retirement planning and financial advice, not just someone that discusses pensions and investments.
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We help people answer the key question:
"Have I got enough money to enable me to live the lifestyle I want in retirement without fear of running out of money?"
Schedule a meeting:
Our tried and tested retirement planning process is designed to give you clarity and peace of mind.
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You can schedule a free introductory meeting using the button below:
