Retirement advice

Planning a comfortable future.

Arriving at retirement should mean you can finally relax and enjoy life in a way that suits you. What you don’t want is concerns about what you can afford overshadowing this.

We’re here to help ease any worries you might have by providing you with certainty around retirement income planning and retirement taxes. Perhaps you’re not sure when you should start drawing down your pension, whether you should take a tax-free lump sum, or if you should buy an annuity.

Our friendly team of retirement planners will help you get the balance just right, ensuring you can live your active retirement years fully and without regret, while at the same time making sure you are keeping enough money aside for when your needs change.

 

Where we come in.

Retirement planning.

You may have reached retirement with a clear idea of how you want to spend your time, but not everybody has that clarity right away. We’ll help you identify what’s important to you and then put together a plan to achieve it.

There are also many stages to retirement – from the earlier years where you might want to travel or spend time with your family, to the later years where your pace of life slows, and you need to factor in later life costs. Being prepared for each stage ensures a greater sense of security throughout.

Cashflow forecasting.

Using our sophisticated cashflow modelling tools, we will help you to identify how much you can afford to be spending and whether you can afford to let yourself enjoy life a little more! We’ll map out your finances and show you what you can reasonably expect under a variety of future scenarios and different arrangements.

Wealth preservation.

By creating a lifetime cashflow plan, we will tell you if you may be short of income at any point during your retirement. If we discover that is likely to be the case, our financial planners can advise you on the most suitable way to make up any potential pension shortfall.

Talk to an expert.

Whether you’re clear on what you need, or want an initial chat to find out, we can help.

Get in touch

Meet some of our expert team.

Our highly experienced specialists are ready to help

Pension on divorce

Stephanie Potter

Retirement Planning

Eloise Jenner

Inheritance Tax planning

Geoff Croden

Mortgages

Zoe Ealey

Investments

Charlie Lloyd

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

23 Coleridge Street, Hove, East Sussex, BN3 5AB