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Retirement

Your story

What does a good retirement look like?

There’s no one right answer. Not everyone has the same retirement dream, and after years of focusing on work, many aren’t sure where to start. Even if you do know exactly what you want, you may not know whether it’s achievable or how you can get there. We’re here to help with our expert retirement planning.

We believe the ages of 55 to 75 can be some of the best years of your life

When can I retire?

It may be sooner than you think, especially if you’ve had a long and successful career with final salary pension benefits.

Can I fund the lifestyle I want?

We’ll work out how much you need to enjoy your ideal retirement. And how much extra you may have to put towards fun stuff!

Will my money last?

We’ll help you plan what you’re able to spend in the earlier, active retirement years without jeopardising your future security.

What do I do with my pensions?

We'll outline the pros and cons of options, like flexible drawdown and transferring, to help you decide what will work best for you.

These are just some of the questions we can help answer when we work together on your retirement planning.

When we first meet people looking for advice, we find many are uncertain and even pessimistic about the future.
It's our mission to turn that around and make retirement something to be excited about.

What our clients say

Stories from the front line

Who better to tell you who we work with and what we can offer than our clients themselves?

Retiring earlier than planned

Paul Hore and his wife weren't expecting to be able to retire in their mid-50s, but that's exactly what they did with our help.

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Taking on a different vocation

You don't have to put your feet up completely in your retirement years. James and Wendy Coulton decided to take on a complete career shift to slow down but not quite wind up.

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Making sure your pensions are match-fit

Realising his pensions weren't in a great place for his future retirement, Peter Williams came to us. He now has peace of mind that he can afford the lifestyle he wants when he’s ready to stop working.

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Gaining confidence to pursue your passions

A long-term client of ours, Anthony Power got the 'aha' moment that he could afford to retire early after one of his reviews. Now he's taken the plunge, he can focus on doing what he loves – playing music.

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A worry-free homecoming for a new chapter

After living away for four decades, Ged and Glen Edgcumbe retired back to their hometown of Plymouth. From not knowing where to start, they now have the financial peace of mind to fully enjoy retirement.

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The retirement jigsaw: a 7-piece puzzle

Our free guide on retirement planning outlines seven key things you need to know to build a complete and fulfilled retirement.

Get the guide