Approaching retirement

Retirement looks different for everyone. Whether you’re toying with the idea of working a few days a week, moving into consultancy or leaving work for good, it can feel like a daunting decision. But we encourage you to see retirement as the next adventure. Time to make a plan.

Now is the perfect time

It’s never too early to start planning for the day you retire. After all, you’re bound to have some goals to achieve. Whether that’s travelling the world, charity work, new hobbies or more time with family, we will help you to create an income that will allow you to achieve those goals.

Do something for your future self

We can help you do something today that your future self will thank you for.

We help people achieve their lifelong dreams and goals without worrying about money, through robust financial planning. Namely, we can help you to:

  • Define your goals and design the future you want to achieve
  • Understand where you are now and where you need to be to achieve the things you want to
  • Analyse your existing financial arrangements and recommend any beneficial adjustments
  • Stay on track to achieving the life you want

Start your journey

Creating your financial plan is a journey; one that doesn’t finish once the plan is made. We build the foundations, construct it and develop it over time, through a six-stage process.

Begin your journey

before quote

Alan, Grimsby

I had a Final Salary pension that I wanted to take money from, but I had to transfer it first. Simon did all the research for me and put a plan together for my future. I am very pleased with the outcome. Simon was always available and explained everything I didn’t quite understand.

Testimonial left November 2019

after quote
before quote

Richard, Leicester

I needed to change my life insurance to suit my circumstances better, and also sort out my wife's pension. Simon delivered a new life insurance policy that suited me and my family, and also saved us money on monthly premiums. He has looked after my work pension for the past five years and, when my wife changed jobs, he then sorted out the best options for her pension. So far the outcome has been excellent.

Testimonial left January 2019

after quote
before quote

James, Louth

Simon managed to obtain a mortgage for us in what was an unusual situation. I am a seconded nursing student, undertaking a full-time degree, and an on-call firefighter, so on paper, neither job falls under the "normal" bracket for getting an easy mortgage. Even though it was a long, drawn-out experience to succeed, Simon worked very hard and went above and beyond in achieving a very successful result without needing to overspend on our budget to do so. I do not believe Simon could have done any more, so in our opinion, he really did give the best service.

Testimonial left January 2019

after quote
before quote

Steve, Alfreton

I wanted to retire and needed a financial adviser to do this for me. Simon arranged an appointment to visit me at home one evening, which was very convenient as during the day I am at work. We discussed what my options were. I have been very pleased with the service Simon has provided. He is very patient when explaining the details, has never rushed me into a decision and has communicated regularly with me either by phone, email or visiting me at home.

Testimonial left July 2018

after quote

What our clients say


If you’d like to reach out to us to learn more or book a free discovery meeting, please leave your details and we’ll get in touch.