You
With over 30 years of experience, I’m well-placed to provide financial advice to people from a wide range of backgrounds. However, my specialities lay in working with those who are: looking to retire in the next 10 years; about to go through the retirement process; or those already retired and in later life.
Although I’m based in the humble town of Barton Seagrave, I’m more than happy to work with clients further afield. I currently work with clients throughout Northamptonshire, Buckinghamshire and many areas of Cambridgeshire.
If you’re more traditional and would like to meet face-to-face, our meetings can take place at a location convenient to you. This may be at your workplace, your home or even your local pub!
Planning your retirement
Are you starting to think about what the future holds for you? Thinking about how you’d like to spend your retirement? Places you’d like to visit?
If you’ve answered yes to any of these questions, then I can help you.
Your retirement should be your opportunity to reap the rewards from your years of hard work. We’ll work together to help keep you on track to retire when you want, and also help you to achieve the lifestyle you want in retirement.
Many people are unsure when they may be able to retire. If you find yourself in this position, I can help. First, we’ll sit down and discuss what your ideal retirement looks like and assess your current finances. From there, we can create a plan together to help you retire when you want.
Retiring
Retirement comes with more choices today than ever before. With changes to pension rules and the ever-changing view of a “typical” retirement, your retirement can truly be unique.
Some people may look to leap head first into retirement, while others who truly love their work may look to ease into it. No matter which end of the scale you find yourself at, I can help.
My specialism lies in working with business owners or those who are self-employed. Helping you take your steps from running the firm to letting go and spending time doing the things you enjoy. I understand that walking away from your business is never easy, which is I work hard to ensure things are done on your terms, that fit your wants and needs.
Whether you want to spend your retirement with loved ones or seeking new adventures, it’s important to ensure that you have long-term financial security. By working together, I’ll help you have enough money for the retirement you always dreamed of without hampering your financial security.
Already Retired
Retirement is for enjoying yourself.
Today, there’s an almost unrestricted freedom for you to spend retirement how you want. But with this freedom also comes various ways to fund your dream retirement.
By working together, I’ll help you maintain the retirement lifestyle that you’ve always dreamed of. To do this, we’ll discuss how you want to spend your retirement, any aspirations you’d like to achieve during your retirement, and the finances available. Using this information, I’ll create a truly bespoke plan to help you get exactly what you want out of your retirement.
If you’d like to learn more about how I can help you have the retirement of your dreams, simply get in touch today.