People retiring now

If you want to retire now, there’s probably only one thing you want to know; do you have enough money?

That means we have two jobs.

  1. To tell you whether you can afford to retire; and
  2. To make sure you don’t run out of money before you die

We told you we would tell it to you straight!

Retirement can be a stressful time for many people. It’s certainly a period of change, which often takes some getting used to. We’ll make sure though that money is not something you need to worry about.


Problems we solve

If you want to stop work and retire, we can help you solve a range of problems, including:

  • Helping you to understand whether you can afford to retire
  • Making sure you can live comfortably in retirement
  • Ensuring that your capital doesn’t run out before you die, and, preferably, that there is something left to pass on to your loved ones
  • Identifying the best way to turn your pension pot into a sustainable income; there are so many other options than just buying an Annuity!
  • Helping you understand the new Pension Freedom rules and how you can take advantage of them

It goes without saying we will help you make informed choices. There are also occasions when our advice will stop you making costly mistakes.


It all starts with a phone call

If you think now is the time to stop work, we are here to help.

We will explain your options clearly and in plain English. By working with us you will know that you can afford to retire and that your financial future is secure.

Call us on 07900 684703 and let’s have a chat.