Putting together a plan for retirement is like a puzzle.
You tell us what you want the picture to look like and we put the pieces together as best we can.
Considering that part of your life when you stop work, or reduce working hours, can be a frightening, uneasy and uncertain process.
The non-financial considerations are at least as big as the financial ones.
We can help with the financial considerations, sharing ideas on the non-financial and leaving you to concentrate on these.
The kinds of issues that are addressed in retirement planning include:
You might feel a bit lost and alone. You will feel more empowered once you have considered your options.
Our ongoing services will mean that we continue to work alongside you.
Clients that take up this service appreciate that we