Everyone’s goals for retirement are different, but the way we help people to achieve them is exactly the same.
We follow a seven-step process; each step designed to ensure you, your aspirations and your wishes remain at the heart of our client journey.
Planning for an early retirement – Tim and Rachelle
Tim and Rachelle were in their early 50s. They were still working, but had started to think about the possibility of retiring early. They decided to find a new adviser they could trust to have their best interests at heart.Read more
Phased retirement – Adrian
After being made redundant, Adrian had failed to find a new job that would provide the level of income he was used to. He had an outstanding mortgage, so sought our advice.Read more
Planning for retirement after divorce – Bradley
Bradley contacted us when he was going through the final stages of a divorce. He also had several pensions, but wasn’t sure what income they would provide for him in retirement.Read more
In Retirement – Wayne
Wayne had been retired for 10 years and was living on savings. He had just turned 60 and wanted to start drawing an income from his pension funds in order to improve his quality of life.Read more