“What if I could have the retirement I really want?”
Whatever it is that you’re aiming for in your retirement, it helps to consider your options as early as possible. There’s no reason to leave anything off the table – with the right planning and support, you can set your goals high, knowing that you’ve got a solid plan of action to achieve them.
We deliver in-depth, tax-efficient planning to make sense of your finances and develop a roadmap for your financial future – with simple, clear and transparent fees.
Our Retirement Planning experts will create a bespoke plan to give you a clear-eyed view of the future and peace of mind that your retirement is on track. Our priority is that you feel a sense of security for yourself and for your family.
Protecting your wealth
Saving for retirement
Retirement income strategies
Our teams of expert, personable professionals will translate complexities into a plainly-spoken strategy. The majority of our team are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification.
Our Financial Planners and Investment Managers are highly regarded for the services they provide. At present, our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor.
Feedback from our clients
I am about 10 years from retirement and wanted advice on what that would look like financially, and whether there was anything I could do to ensure the best use of funds.
Alexandra showed me what my future income would be under different variables ie different retirement ages. She discussed my current pension plan and advised me on the best way to utilise my pension scheme. She showed me how to make the adjustments online. While many financial advisors can give good advice, Alex was brilliant at explaining everything really clearly and did not patronise me. She made me feel very comfortable and confident with her advice.
Pensions are a tax-efficient way to save. An individual receives tax relief on the money paid in, tax-free growth during the period that they hold a pension, and the ability to access money tax-efficiently in retirement (a combination of tax-free cash and taxable income). There is no limit on how much can be built up within pensions, however, taxes may be applied upon drawdown.
As we approach the end of what has been an eventful 2022/23 tax year, we take a look back at the changes introduced by Jeremy Hunt in his Autumn Statement and provide some hints and tips on how you can grow and protect your wealth ahead of the 5 April and new 2023/24 tax year.