Wealth Planning & Pensions

Saving for retirement is one of the most significant financial challenges people face.

Whether you plan to retire early and want a portfolio to sustain your chosen lifestyle, or you intend to leave an amount to family members we can help you realise these goals. Whether you need a lump sum for a deposit on a new or second home or to pay for university fees and perhaps a wedding; first you need a plan.

Our plans are based around your plans

Whatever your plan is, we can find a wealth management solution to suit you. We can help you to define your financial goals and come up with a plan to achieve them. Everybody is different and your plan will be personal to you, your finances and your aims for the future.

How much money will you need in retirement?

How much you need in your retirement largely depends on what you want this time of your life to look like, your current circumstances and what your future liabilities might be. We can then calculate how much money you will need. Using this, we can analyse your current savings and outgoings to find out how long your money will last.

But whatever you are planning for the future, we can help you to make the most of your pension and other investments, and achieve the retirement you want.

It’s not a one-off exercise

Over time your personal or financial circumstances will change, and therefore your plans for the future. There may be changes in tax rules and allowances will too, which is why we work with our clients over the long term, regularly reviewing their plans to ensure they remain suitable.

Part of your support network

We regularly work alongside other professionals within our clients’ network, including accountants and solicitors, to ensure an holistic approach to  wealth management planning.