People approaching retirement

Starting your retirement planning sooner rather than later is the key to enjoying a comfortable and aspiration-driven lifestyle once you finish work.

Start thinking now about the things you’d like to achieve. More travel and time spent with family? New experiences, hobbies and time to relax? No matter the pace of life you aspire to achieve, financial planning in the present will ensure your money can enable you to achieve the things you want for the future.

With over 50 years of combined experience, our financial planning team are dedicated to providing a personable, independent and bespoke service to people approaching retirement. Namely, we can help you to:

  • Understand your goals for the future and ensure your wealth is best placed to help you achieve them
  • Analyse your existing pensions, savings and investments in line with your goals
  • Make beneficial changes to your financial arrangements to ensure your money is working as hard as it can for you
  • Use wills, trusts and gifts to minimise any potential Inheritance Tax liability
  • Feel confident in your financial arrangements and have the peace of mind you need to transition into retirement when the time is right

Ready to get started?

If you’re approaching retirement and want to know more about how we can help, you can learn more about how we work or get in touch with us.

What our clients say

“We find this relationship to work admirably for us. David is the expert in a field in which we could never hope to be so proficient. We have every intention of maintaining this relationship long into the future.”

Carole and Roger

Clients since 2003

“David’s financial planning advice and knowledge is excellent, and he talks to me in terms I can understand, not financial jargon! I don’t have to look too closely at what is happening, as I know David will be doing that.”


A client since 2004

See what our clients say

Get in touch

Got questions? Ready to book an initial no-obligation meeting? Leave a message using our form below and we’ll be back in touch as soon as we can.