You may still be worried about your life in retirement. You’ve finished your working life and naturally, it can feel financially daunting.
You may have a nagging concern that you will run out of money. Or you might be questioning if you made the right decision when structuring your retirement income. You may potentially be worried about tax now and in the future and you just want to know you’re on the right path, doing the right thing.
Retirement should be an exciting chapter in your life. With our help and guidance, you can feel confident in your financial position and start to make the most of your retirement.
We work with you, making sure your money is being managed as efficiently as possible, keeping your finances on track.
We’ll identify what is and isn’t possible. Whether you want to ease into retirement or retire early, we’ll show you what is and isn’t feasible.
We’ll make sure everything is managed in the most tax-efficient way and address long-term tax planning issues such as Inheritance Tax.
We are a busy working couple and the service provided by Gary and Michelle was second to none.
Michelle was very welcoming, helpful and listened to exactly what we needed and got to know us personally.
Lisa and Sean Crysell
Gary is very switched-on and knowledgeable about the mortgage sector and how we can benefit from it with his support.
Jenny and Peter O’Leary
Gary is fantastic. We used him four years ago to get our first mortgage. He really does know his stuff.
Michelle enabled me to sell my home and buy somewhere which suited my income and allowed me to live a little.
Thanks to Michelle, we are now owners of a buy to let property, both have good pension plans in place and are now investing our savings properly.
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We’d love to have a chat with you over a coffee. To book a meeting or find out more, fill in the form and we’ll get back to you.