Retirement planning
It’s getting closer. You need some help. Are you on track? What should you be doing today?
Take me thereDiscover financial freedom
This is your one life. Having a sense of direction, and knowing your pensions and investments are taken care of by an experienced professional, leaves you more time and energy for the things that really matter.
Get in touch
What’s your focus?
Already retired
Whether you need help managing your investments or want to talk about passing on a legacy, we can help.
Take me thereSomething else
Although we specialise in retirement advice, if this isn’t your concern right now, we may still be able to help you.
Take me thereAnswering the big questions
Finding the answers isn’t so easy without guidance. There are too many possibilities. With the right support, you can remove money anxiety, liberating you to do more of the things that make you smile.
Why we're differentYour journey, made simple
If you think working with an adviser is all boring meetings and conversations about “the markets”, we’re not the right choice for you.
Our annual planning process is goals-led and focuses on the actions you must take to reach and maintain your financial freedom. Click or tap on the icons to explore.
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Getting to know each other
From our very first conversation, you’ll notice that what we’re most interested in is you. We want to understand what you’re aiming for and why those things are important.
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Understanding your financial world
We’ll build your detailed planning model using our highly engaging software. This helps you and us understand what you have, and what it may mean for your future position.
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The financial plan
With a full understanding of your planning strengths and weaknesses, we’ll set out the steps you need to take to improve your position.
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Building your investment portfolio
Now we know what your various investments and pensions need to do for you, we’ll ensure they’re aligned with your goals.
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Dealing with other things
If there are any additional actions to be carried out, this is the time, and we’ll provide all the necessary guidance and support you need.
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Ongoing reviews
By far the most important part of our service is to keep everything under regular review. This helps you to maintain focus and ensures we react appropriately to changes around you.
Tell me moreWhen it’s done properly, financial planning isn’t about money. It’s not about which fund to invest in or which product to buy. It’s about understanding what you need from your wealth, and how you should use it to find freedom and security.
For most of us, assuming we live the lives we want to, two paths lie ahead. Either our money outlasts us (which allows us to pass on a legacy to our loved ones), or we outlast our money. Great financial planning takes away the uncertainty.
Nick Evans
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