Who we help.

We work with people who are ready to start planning for retirement. 

Retirement Planning

Our clients usually come to us for one of two reasons:

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Retiring soon

Tend to be in their late 50s or early 60s and have a date in mind for retirement.

  • They have questions such as:

    • Can I retire now?

    • How much can I spend in retirement?

    • Can I afford to gift to the children/grandchildren?

    • I have a range of pensions and investments. How do I optimise them to deliver a retirement income?

  • They want comprehensive retirement planning, not just someone that discusses investments.

The Value We Add

Considering Retirement

Typically over 50 and want to focus on their own finances as their children move into adulthood. They aren't sure exactly when they want to retire but most likely within the next 5-10 years.

  • They have questions such as:

    • ​What is a realistic retirement date given my current circumstances?
    • What changes can I make now to allow me to achieve retire sooner?

  • They want comprehensive retirement planning, not just someone that discusses investments.

We help people answer the key question: 

"Have I got enough money to enable me to live the lifestyle I want in retirement without fear of running out of money?"

We take on many clients that had previously worked with a  financial adviser who focused solely on their investments and how they were performing. Their adviser had neglected to build them a robust retirement plan to answer this key question.

And that’s where we can help.

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Schedule a call:

Our tried and tested retirement planning process is designed to give you clarity and peace of mind.

You can schedule a free introductory call using the link below:

Noel Watson