Why choose us?

We love taking the time to listen to our clients’ retirement plans and helping to make them reality.

We understand that it is a huge life changing event that can involve altering decades of “savings habits” and converting them to “spending habits”.

By focusing on fundamentals and detailed cash flow modelling we can give a clear picture of the retirement lifestyle you can expect. It is not unusual for us to encourage clients to spend more!

Retirement products

We offer advice on a range of retirement solution services and products:
  • Tax Free Lump Sum payments
  • Annuities
  • Pension Drawdown
  • Flexible Income Streams
  • Leaving your Pension pot untouched
Use your tax-free lump sum to celebrate retirement, buy that dream boat or help the kids get on the property ladder.
Use your pot to buy a guaranteed income for life. We shop around to ensure you receive the biggest possible income given your circumstances and health.
Use your pot flexibly to take income and tax-free lump sums to suit your lifestyle and wellbeing.
In reality, we come up with a range of solutions that will meet your needs taking into account your tax positions, available capital and future plans.
Use your pot as a legacy to your loved ones.
A pension is a long-term investment not normally accessible until age 55. The fund value may fluctuate and can go down, which would have an impact on the level on the pension benefits available.

Our aim is to help you to feel empowered, informed and confident about your financial wellbeing.

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