Retiring now
Feel confident about your future as you make the big decision to step away from the working world.
Putting you in the picture
Retirement is imminent, but you’re still unsure of what it’s actually going to look like. You likely have questions about how long your money will last, whether you can keep up with your current lifestyle, and if you’re even making the right decision.
It’s your retirement and it should be lived exactly on your terms. But without the right plans or a thought-out strategy, it can become overwhelming.
Here’s how we’ll help you
There are several ways of providing an income during retirement, and it’s our job to establish these and recommend the right solution for you based on your needs and objectives. If you’re hoping to take care of loved ones or create a legacy, it’s never too early to plan ahead, and we’ll help you take care of it.
Most of all, we can help you figure out how you’d like to live during retirement with the aim of achieving financial security.
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.