Planning for retirement
By starting early, you’ll stay in control of your financial future and know where life is taking you.
Keeping your options open
Having questions as you plan ahead for your retirement years is completely normal. After all, it’s one of the biggest changes you’ll face in life. As you start to step back from your career and think about life after work, you want someone who will answer those questions.
Maybe you don’t want to give up your career entirely, or perhaps your plan is to travel and live life to the fullest. Everyone’s retirement is different, but our job is to help you get to where you want to be.
Here’s how we’ll help you
We can help with life leading up to retirement being as stress-free as possible. Firstly, we’ll aim to give you the peace of mind you’ve been searching for and answer that burning question: “How much is enough?”.
By looking at your pensions, we’ll advise on the tax-efficient benefits available, so you’re making the most of opportunities. We’ll always tell you the truth and let you know, realistically, when you can retire and the lifestyle you can expect during retirement.
The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
The Financial Conduct Authority does not regulate tax planning.
Over the many years we’ve worked together, Jonathan’s professionalism, knowledge, and service have been of great reassurance. His Chartered status is a testament to his excellent financial planning acumen. He has been fundamental in helping us achieve our objectives. I would recommend Jonathan to anyone in need of a very good adviser.
When I first met Jonathan, my affairs were complex, required considerable review and adjustment, and I had specific objectives to achieve. Jonathan has surpassed the original objectives. Regular meetings, combined with many “Can we have a quick catch-up" calls, have ensured I have a hugely reliable partner who I can trust.
We couldn’t recommend Jonathan more highly for his understanding, supportive, and expert approach in advising on our pension and investment options. He’s always been very responsive, courteous, and sensitive in all interactions and explained complex areas in layperson's terms. We look forward to many more years of having him manage our financial affairs.
Jonathan has been my financial adviser for more than eight years. He’s always been extremely knowledgeable and professional, and I value his exceptional skills in explaining complex financial matters clearly. He has a very friendly, calm, and warm personality and always goes the extra mile.
Jonathan has been advising me for several years on my pensions and retirement income solutions. He is a true professional, and his recommendations are well thought through and are specific to me.