In recent years the changes to pensions legislation have created greater freedom and choice over how pension assets can be used. However, with freedom and choice comes complexity.
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.
Find out how we can turn your ‘what ifs’ into ‘hows’.
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.
- Pension reviews
- Pension consolidation
- Protecting your wealth
- Saving for retirement
- Retirement income strategies
- Investment strategy
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.
In 2020, we were ranked 5th in the Financial Times' Financial Adviser's Top 100 Advisory firms in the UK and were awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year. We are the first firm to be dual-accredited by both CISI (Chartered Institute for Securities & Investment) and the CII (Chartered Insurance Institute).
What our clients say
Our Financial Planners and Investment Managers are highly regarded for the services which they provide. At present our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor.
Andrew was a good listener and rapidly assessed my personal needs in our initial reviews, coming up with a sensible and well-reasoned proposal for my proposed early retirement. I had not considered a transfer out of my main (final salary) pension scheme before meeting him, but then agreed to and have been very happy with my decision since. VouchedFor Review
You can view all of our reviews here.
Get in touch
If you would like advice and support with retirement planning, please get in touch.
Contact us today