We’re the experts at helping you prosper during retirement

You are planning to retire or you are at least thinking about a time when you could work less. You are aware that this would mean a reduction in your income and would benefit from professional advice to clearly understand how much would be enough to support the lifestyle you want.

You have worked hard, have a very comfortable lifestyle and have significant capital in property, investments and pensions. You may think you’d have enough, but would you like to be sure?

MAKE THE MOST OF YOUR RETIREMENT

YOU MAY HAVE MANY QUESTIONS AND WE CAN HELP YOU EVERY STEP OF THE WAY

CAN I AFFORD TO RETIRE?

This is one of the most common questions our clients come to us with. Using our planning software we will explore a number of different scenarios and show you what your financial future could look like. This is incredibly powerful in providing you with clarity about whether retiring is the best option for you.

WILL THE MONEY RUN OUT?

The main thing many of our clients are looking for is certainty. While you can never accurately predict the future, you can plan for it. With the right plan in place you can feel confident that your wealth is going to grow at a steady pace and that you can be sure that you will have enough to last through retirement.

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EXPLORING YOUR OPTIONS

Depending on your position and your plans for the future, you may choose to exchange your pension for a guaranteed secure income (annuity) or you may opt to keep the money invested with the option of making withdrawals. We are here to guide you through making the decisions that best suit your current position and goals.

BRINGING IT ALL TOGETHER

Over the years you may have accumulated a number of pensions and other investment shemes which may be with different companies. We can help you to manage these schemes properly and pull everything together so that you gain complete clarity on your current financial position.

FINANCIAL PLANNING

With your Financial Plan in place, you can be sure that your money is working in the most beneficial way possible to ensure your long term financial security.

Your plan will include proven strategies to deliver predictable results with minimum risk.

GROWING YOUR WEALTH

We will manage your investments so that you can sit back and watch your wealth grow, safe in the knowledge that your assets are generating your desired income and your money is being looked after by regulated experts with a proven track record for growth and a genuine dedication to customer care.

PEACE OF MIND INCLUDED

Experience the feeling of knowing that your future is secure and that your money is working as hard as possible without you having to lift a finger.

 

Introducing our Prosper service.

Our Prosper service has been designed to help you gain complete clarity over your present and future financial positions. Our goal is to help our clients achieve their full potential using our award winning financial planning and wealth management services.

We believe that everyone deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.

CLARITY

Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show you realistic scenarios that illustrate the possible effects that future financial decisions and events might have.

This gives you peace of mind and the confidence to start working towards your future goals.

FOCUS

Once you fully understand where you are now and where you want to be, you will be able to focus on what truly matters to you. We are then able to put together a strategic plan to enable you to make the future you are dreaming about a reality.

By developing a comprehensive Financial Plan, we will enable you to take control of your finances and focus on getting you to your goals as quickly as possible.

FREEDOM

With your Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.

In managing your investments, we use proven strategies to deliver predictable results with minimum risk.

Click below to learn more about how our Prosper service works for you

OUR PROCESS

The discovery meeting is all about finding out about you. We need to understand what’s important to you, and what your primary goals are for the future.  We ask a series of questions that are designed to get you to focus on what you want from the rest of your life. Our clients find this process extremely valuable and enlightening.

By now you will have received a printed proposal outlining our costs. In the Fact Find meeting we will start a comprehensive data analysis of your current and future spending patterns as well as looking at your current income, expenditures, and looking at details of what assets and liabilities you have.

During this meeting we will run through your financial plan and look at different scenarios and the routes you can take to achieve your goals. Using our planning software you will immediately be able to see the benefits of any products or investments we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.

Now that we have set out your goals and have a clear financial plan in place to achieve them, we can begin implementing an investment management portfolio or arranging the appropriate financial products. Now you can sit back and relax as we work hard to help you achieve the life you dream of.

See what sets us apart from other advisers...

Start taking control of your future today…

Call us on 01206 919101 or request a call back below