If you're a few years away and want to get a plan in place, or you're ready to retire what feels like a lifetime ago - we can help you get there.
Had enough of work?
Start planning for retirement.
The content in this website is for information only and should not be taken as advice. Furthermore, this page may not disclose all of the risks associated with the products we recommend to you, so to find out more, get in touch with us.
Retirement Planning made easy
It doesn't have to be super complicated to start planning for your retirement.
We offer initial consultations, where we get to know you and what your goals are in retirement. We'll have a look at your assets, expenditure, your attitude to risk and your capacity for loss, and then we put together a comprehensive plan to suit your retirement goals, with ongoing reviews and portfolio management.
We'll do the hard parts
While you enjoy your hard-earned retirement!
Our initial consultations don't cost you a penny until you decide to go ahead with our advice
We'll review your current pensions
We can consolidate them if this is the right option for you
We'll give you an overview of your retirement options and advise what we think will suit you best
You'll get ongoing reviews every year to make sure you're on track and to see if your circumstances have changed
We'll manage any investments you have to make sure they perform as well as they should be
You'll enjoy your retirement knowing you have a plan in place that suit your lifestyle!
Aimee got all my details together, and put together a plan which clearly showed me that I no longer needed to work full time.
Aimee's advise is broken down into simple terms to understand, with clear examples when needed.
Aimee is always quick to respond, making you feel important to her business.
Mr Ian H
Get financial advice from the comfort of your own home! Start the process by getting in touch and then filling in our online questionnaire. We review your information, analyse your plans and discuss with you your financial plan.
Alternatively come and meet us at one of our offices or a convenient meeting spot. We will complete a factfind with you, analyse your plans and present to you your financial plan.
I needed to put my house in order. Aimee set up a protection policy for me and gave me advice on the best options to suit my circumstances. In my case, the advice and product was exactly what I needed.
Thanks for your help Aimee, glad everything is in place and I am reassured I have the right policy.
Get in touch
We can have a discussion with you on the phone, through email, online or in person - whatever suits your personal preferences. Just get in touch with us and we can book in your meeting.