Retirement planning services

planning for a smooth retirement

When the time comes to think about retirement, you want to make sure you’ve saved enough that you can enjoy a comfortable lifestyle and that’s where our retirement planning services come in. 

To put yourself in the best possible position, careful planning is key. That means thinking about retirement well ahead of time, while maintaining enough flexibility that you can adapt your plan if circumstances change.

Our advisors will work with you to create a plan that meets your personal and financial goals, taking into account the age you want to retire by, how much you’ll need to live on, and any future healthcare costs.

If you own a business, we’ll also help you to consider succession and potential exit strategies that meet your needs while leaving the business in safe hands – whether that’s by passing it down to the next generation, selling the business, or another route.

We can help you with:


  • Pension provision: we’ll explain the state pension available to you, as well as workplace pensions and your other options as a business owner. We can support you with the tax implications of each of these, making sure you make optimal use of the pension capacity available to you and your family.
  • Business exit strategies: planning for business sale or succession, including valuing the business, tax planning, advising on the timing of the sale or transfer of ownership, and more.
  • Savings and investments: understanding your options for supplementing your pension, including tax efficient savings products, investment and property.
  • Identifying the types of protection that you may need including life assurance, critical illness, medical and long-term care.

Get in touch with our retirement planning services team today.


If you need help with your personal or business finances our team are here to help.

You may find it useful to combine our services to create a comprehensive package. Find out more.

designing and building solutions for you and your family.

Get in touch to find out how we can help you solve your financial challenges.

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