Retirement Planning

Running or managing the demands of a business or professional career is one thing but managing your retirement is quite another!

You may have been fortunate to have amassed significant pension funds in one form or another, assessing the options available in an ever-changing landscape of new legislation and complex rules can seem daunting.

For many, a traditional annuity is no longer the most appropriate choice, but if you seek a flexible yet predictable income stream there is a need for bespoke investment advice.

For others whose pension funds may represent a legacy for future generations, tax and estate planning considerations need to be factored in.

And for those who have invested in their business and may be looking to realise capital to support their needs in retirement, a planned and integrated approach is vital.

So retirement planning is about far more than pensions – it’s about understanding what it costs to live your life and designing a financial plan and investment strategy to support that.

Our bespoke cash flow modelling tool AIMS can give you a visual representation of how that all comes together and our experience over the last 30 years means that we can translate all the technical jargon into simple, common-sense guidance so you can make the right choices for you and your family.

Read our client stories to see how we’ve enabled them to enjoy their retirement rather than lose time managing it!

Meet our clients

Nick & Jayne

Nick & Jayne

on financial security
Judith

Judith

on life after law
Gareth & Sue

Gareth & Sue

on nearly retiring
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