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Is this you?
Retiring now
Is this you?
Plan for your future comfort
Arriving at retirement should mean you can finally relax and enjoy your life in a way and at a pace that suits you. What you don’t want is for concerns about what you can afford to overshadow your enjoyment.
We are here to help ease any worries you have and provide certainty and answers to questions such as: When should you start drawing down your pension? Should you take a tax-free lump sum? And should you purchase an annuity?
Our services
Where we come in
Retirement planning
Retirement planning
You may have arrived at retirement with a clear idea of how you want to spend your time and what goals you want to achieve. 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.
Cashflow forecasting
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.
Retirement income planning
Retirement income planning
When should you start drawing down your pension? Should you take a tax-free lump sum? Should you purchase an annuity? There are endless questions to answer as you transition to a new way of living. We’ll help you understand the options available to you and help you gain confidence as you step forward.
