Already retired
It’s easy to lose track of where you want to be, but we’re here to put you back on the right path.
Replace confusion with clarity
You’ve been retired for a number of years, and you’re enjoying the freedom it brings. However, the narrative is now changing to focus on loved ones rather than on yourself. You want them to enjoy your wealth and create a legacy that will benefit them while you’re still here and when you’re not.
You might be worried about how much you can afford to help your family without affecting your lifestyle and what you’ve become accustomed to during retirement.
Here’s how we’ll help you
We’ll navigate the complicated nature of Inheritance Tax, gifting and estate planning so that you can make an informed decision. By listening to you, we’ll discover what you’d like to happen with your money and will help to make it happen with a tax-efficient strategy.
We understand that it’s not always easy to think about life after death, so we tackle the matter with compassion and kindness.
The Financial Conduct Authority does not regulate Inheritance Tax planning, taxation advice and estate 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.