Retirement Planning Services

When it comes to retirement, choice and freedom has never been greater. That’s why thoughtful and quality-assured financial advice goes a long way; we focus on what you want your retirement to look like and take control of your vision.

By analysing your income and outgoings, we calculate how long your money will last and whether you’re on track to enjoy retirement: a process called cash flow modelling. Through careful planning, we make sure your pension funds are in the best possible place to grow and flourish.

Using our reputation and in-depth knowledge, we advise on the best way to take an income, whether that’s a lump sum, buying an annuity or flexible income drawdown, and show you how long your money could last.

Over time, we’ll continue to review and adapt your portfolio, making sure it reflects your needs, circumstances and the ever-changing economic climate. This could be achieved by reducing the level of risk as you near retirement, or by switching the focus of your portfolio.