Aged 50+ and Planning for Retirement

We are a small financial planning practice, by design.

We serve a limited number of clients and this allows us to invest the time and resources necessary to deliver a highly personal retirement focussed financial planning service.

Affluent Individuals within 10 years of Retirement

Many of our clients tend to be over the age of 50 and either retired or planning to retire in a few years, while those under age 50 are generally high earning professionals. Our Comprehensive Lifestyle Financial Planning & Pension Management service has been developed for individuals with £500,000 or more of investable assets (cash, investment funds and/or pension assets) or those with a family income of £100,000 per year or more.

Affluent Individuals about to Retire

We act for many clients looking to retire imminently (within 12 months) by helping them to navigate a smooth financial path towards retirement. Our expertise in helping you transition from work to retirement provides you with reassurance and confidence that your finances have been arranged to support your lifestyle in retirement and that your assets are managed appropriately.