Financial peace of mind
Your retirement years have been hard-earned, and you’ll want to fully enjoy the freedom that can come with this stage in life. But financial concerns can often get in the way; you might be worried about running out of money or not having enough to live your preferred lifestyle.
We aim to provide you with the knowledge and peace of mind you need to feel confident about your financial future. Whatever your concerns or circumstances, we can help.
How we help
Funding your retirement involves more than just your pension. We’ll explore your income options and select the best method for your circumstances.
We’ll build a bespoke investment strategy designed to provide for your income needs and bring you closer to achieving your long-term goals.
We can effectively forecast the impact of various “what-if” scenarios, enabling you to make more informed financial decisions going forward.
Planning for long-term care
We can help you plan to fund any necessary care costs you face in later life so that when the time comes, it won’t put you in financial difficulty.
Inheritance Tax planning
We can find solutions to help you effectively manage your Inheritance Tax bill, so you can have peace of mind that more of your money will go to your loved ones.
Making a will
An up-to-date will is crucial to ensure your wealth is transferred in the right way. We can work with you to ensure it reflects your circumstances and your wishes.
Dan has been really helpful in explaining the options available to me, helping me to understand the financial jargon and to give me confidence that my pension and savings will provide me with the cover I need during retirement
Dan helped me to make sense of the situation with five different pensions, providing signposting and support to make a complicated situation understandable. Dan challenged my thinking and has made it possible by assessing and arranging my pension in such a way that will allow me to retire with confidence, three years earlier than I thought might have been possible.
After an initial consultation to understand our financial position, Dan put us in touch with one of the mortgage advisors, Roberto, at Hartley Ross to arrange a mortgage. Dan went above and beyond by also providing advice on maximising pension allowances, and how that might affect how much we decided to borrow.