Everyone is different and our role as Financial Planners is to understand you, your goals and aspirations first and foremost. The wealth comes second.
Retirement is a time of opportunity but confusion and worry about money can hold you back. Although there are many choices when it comes to accessing your wealth, we can help guide you so you can lead the life you want in confidence.
A financial plan will ensure you can can do what you want, when you want and provide confidence and peace of mind. This may not come in the form of one option but several or even a mix depending on what you have and what you want to do.
If you’re not sure on what you may need, how flexible you may want to be or the risks involved then we can help you in that journey.
We will help break down what may seem quite daunting into small, practical, easy to understand pieces. Our goal is to work with you to give you the financial security you need throughout your retirement.
How long will my money last?
Can I afford to give gifts to relatives?
How much can I afford to spend?
Can I afford to live the life I want to live?
How can I pay for long term care?
Am I using the assets I have in the most efficient manner?
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.