Many people are confused about their existing pensions, savings and investments when they approach us. Firstly, we'll help you get organised. Then we’ll use cashflow forecasting so you understand whether you can afford to retire now and enjoy a worry-free retirement.

People often work longer than they need to, that's a shame when retirement can be so fulfilling. We'll review your existing pensions, savings and investments to understand whether you've already built up enough money to retire. You might be pleasantly surprised by what we find!

Many people feel conflicted as they approach retirement; they want to provide financial assistance to members of their family, but still enjoy a great retirement. We'll crunch the numbers to help you to understand whether it's possible to do both.

In our experience, people often become increasingly worried about the cost of care as they get older. We'll give you the facts, so you understand how much you might need to pay if you need care in the future and the options you have.

Downsizing to a smaller property can release capital to help you enjoy retirement. However, selling the family home can cause emotional challenges. We'll help you to understand your options and make an informed decision.

Retirement planning isn't all about pensions, other investments such as ISAs also play a significant role. We'll take a holistic approach, ensuring your investments, as well as your pensions, are appropriate for your objectives.