Ongoing advice for the next chapter
You’ve reached your 50s with little financial advice, but the time has come to approach an independent financial planner and get the wheels in motion for your retirement.
You’ve had a successful career with several jobs and thrown money into your pension with no real idea about how it could benefit you in the future. It’s never too late to turn things around.
The Financial Conduct Authority do not regulate tax or estate planning.
How we will help
Explore your options
There are a lot of decisions to make as you approach retirement. We talk you through your options, listen to your thoughts, and prioritise your actions to assure you that you’re making the right choices.
Organise your affairs
We are experienced in finding legitimate ways to take advantage of tax savings. We use a tax specialist if needed, or specific investments that help reduce Inheritance Tax and Capital Gains Tax.
Investigate & review
During your career, you’ve likely accumulated various pension pots. We investigate your existing pensions, review and provide recommendations, so you have a much clearer idea of how your retirement could look.
Bring in the entire family
Although it’s about your retirement, planning is a family affair. Your decisions will impact future generations, so we bring in family members to ensure we do what’s best for everyone involved.
Are you thinking...
You’re stuck at a crossroads, and you need a financial planner to work with on an ongoing basis. We’ll deliver on what we promise and allow you to plan for retirement while encouraging you to spend your money along the way.
The value of your investments can go down as well as up, so you could get back less than you invested. Past performance is not a reliable indicator of future performance
Steve and the team understand me and my aspirations, and they have guided me along the way