Retirement

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.

Ongoing review

We work with you, making sure your money is being managed as efficiently as possible, keeping your finances on track.

Sustainable income

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.

Tax efficiency

We’ll make sure everything is managed in the most tax-efficient way and address long-term tax planning issues such as Inheritance Tax.

Client testimonials

We are a busy working couple and the service provided by Gary and Michelle was second to none.

Louise Walters

Amesbury

Michelle was very welcoming, helpful and listened to exactly what we needed and got to know us personally.

Lisa and Sean Crysell

Dorset

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

Andover

Gary is fantastic. We used him four years ago to get our first mortgage. He really does know his stuff.

Sian Ridout

Frome

Michelle enabled me to sell my home and buy somewhere which suited my income and allowed me to live a little.

Terri Forfar

Dorset

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.

Ruth

Dorset

Financial life cycle

Early career

As you get older, your financial responsibilities increase. You may start saving for your first home, planning to get married or thinking about starting a…

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Mid to late career

You may start looking toward retirement and what it will be like for you. But there are many challenges to think about on the way.…

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Pre-retirement

Now is the perfect time to start planning your retirement. It’s never too early. You may have goals you want to achieve, such as travelling…

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Retirement

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…

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Post-retirement

There are a lot of things to consider when planning your post-retirement. Inheritance Tax, long-term care, how to maximise your pension, equity release and arranging…

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Military

Whether you’re coming to the end of your service, or you left some time ago, we offer specialist and clear advice for ex-military personnel. Spending…

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Divorce

There’s often confusion and anxiety, plus the added stress of securing a stable financial future. So naturally there is little head space for worrying about…

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Mortgages

We take the time to get to know you, exploring all the options available to them. Whether you’re a first-time buyer or upsizing, the advice…

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Business Support

Our financial workshops will guide you, providing the advice you need to help you grow. Whether your concerns are with auto-enrolment pensions, withdrawing profits in the…

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How about a chat?

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.