In retirement

The transition to retirement brings with it a world of new opportunities. It can be a time to reassess what really matters and think about what makes you and your loved ones happy. We can help you do just that.

A new chapter in life

Your retirement is a period that’s hard-earned! It’s meant to be your time for reaping the rewards of life and enjoying the things that are important to you. But with more free time on your hands, it’s natural for some uncertainties to creep into the picture, too.

You might be wondering how much income you’ll need to maintain a comfortable lifestyle, or worried you’ll run out of money. Perhaps you want to be able to pass on some of your wealth but aren’t sure you’ll have enough.

That’s where we come in. The power of financial planning can ensure your golden years are filled with the things you adore, whilst ensuring your loved ones are taken care of in the way you would want.

What do you want for the future?

We explore what you really want from retirement and life in general. How do you want to spend your time? What matters to you?

What do you have right now?

We also look at your current situation, and how much money you have right now, and where there are any gaps in comparison with your goals.

Enjoy your Halcyon days

Financial planning is all about helping you get the most out of life, in a way that works for you. Throughout our planning process, we’ll work to identify what you truly want from the rest of your retirement.

Whether it’s the freedom to enjoy your hobbies and time with those you love, or the peace of mind that you’ll be able to share your wealth with your family. We’ll help you take the first step – so you can enjoy this period in your life, without financial worry.

Client stories

Want to see the power of financial planning up close? Just take a look at what some of our clients have to say.

Toni, Hyde

Having spent her working life dutifully saving into a pension, Toni wanted to ensure she could get the most out of her money in her retirement and truly enjoy this period. Read her story. Read more

Neil, Stockport

As a business owner, Neil was looking for an independent take on his financial situation and a plan for the future. Here’s his story. Read more

Andy, Stockport

Andy initially came to us looking for help with transferring his DB pension. He ended up gaining a whole lot more. Read his story. Read more

Chris, Edinburgh

As a business coach, Chris knows better than most the value of a robust plan! Together we’ve helped set him on a path to his ideal retirement – here’s how. Read more

Dave, Preston

Dave initially came to us for help in organising his various pension pots and was surprised to learn just how much of a difference a financial plan could make to his future. Here’s his story. Read more

Paul, Timperley

As someone who spends a great deal of time travelling internationally for work, Paul had dreams of seeing the world with his wife in their retirement – on their terms. Read his story. Read more

More ways we can help

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