Planning for retirement

It’s never too early to plan for the retirement you want. We’ll help you work towards your ideal future.

Achieve your retirement goals

When the time comes to stop or slow down from the world of work, you want to know that you’ll be able to spend the time however you wish, without having to worry about money. With a bespoke financial plan, we can help reduce any uncertainties and get you on track towards your goals.

Whether retirement is just around the corner for you or you’re simply wanting to get a head start on the planning, discussing your options with an expert can help you feel confident about your future.

How we help

Retirement planning

We’ll help you discover what you want from your retirement: your goals, ambitions and dreams. We’ll then organise your finances around funding this.


We can review your current arrangements to see whether they are on course to give you your desired retirement. We can also consolidate your pensions.

Cashflow planning

We can effectively forecast the impact of various “what-if” scenarios, enabling you to make more informed financial decisions going forward.

Watch video

We can create a bespoke investment strategy built on award-winning platforms that aligns with your attitude to risk and your long-term objectives.


From life insurance and critical illness cover to income protection, we provide the cover you need for every eventuality.

Estate planning

We can help ensure that your loved ones will be provided for when you’re gone and that their Inheritance Tax bill won’t be a burden.

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

C Gwynne

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.

M Bodger

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.