We know a financial plan will help you live the life you’re wanting to lead, enjoying everything you’ve worked so hard to achieve and will give you peace of mind and confidence.
You may be getting to that stage when, after working hard to build up wealth, you start thinking about whether you have enough money to retire to do what you want to do.
You may be wondering if what you have is enough, you may not want to fully retire or you may want to travel and not have to think about finances. It’s a daunting time but it’s also an exciting time. This is when you can get real value out of putting a strategy together so you have clarity over your future.
We specialise in building and implementing financial plans in exactly this situation and have had years of experience helping you gain clarity and confidence in what can seem like a confusing and opaque situation.
Am I saving enough for my retirement?
What will my life look like when I retire?
Will I have enough to live the life I want in retirement?
How do I plan and budget for what I’d like to do?
How do I combine all my pensions together in an efficient manner?
What are the available tax breaks?
Initial meetings are at our expense and our objective here is to get to know you so we can get a greater appreciation for your goals and aspirations. All you have to do in this initial meeting is to bring along your partner, if you have one, and an open mind.
Our aim during this meeting is to get a concrete understanding of your financial goals. This will also be a time when we gather all the relevant details on your existing finances, assets and liabilities.
Once we’ve done our analysis we’ll create a bespoke plan which will utilise what you have and make recommendations on what you need.
This is where we start the work on your behalf making sure everything we’ve discussed gets done saving your valuable time and energy.
We’ll be on hand as your trusted adviser with regular meetings to ensure you have confidence that the strategy we have built together remains fit for your needs.
Working with Tom has made our life in retirement exactly what we wanted it to be.
Tom wanted to understand what we wanted of our life, before looking at the numbers.
I'm able to maintain the lifestyle I want while planning out my ideal financial future.
Contact us
If you’re interested in speaking to us please get in touch, we’d love to hear from you.