The challenges we solve...
Our expert, human-focused financial planning helps to solve these challenges...
You have complex financial arrangements that are confusing you and causing worry.
You don't know how you are ever going to retire comfortably.
You are fearful of wasting the time you have left despite the hard work that got you here.
and, most importantly...
You want the freedom to make work optional.
Helping you enjoy & embrace the freedom of life after work...
If this is you...
An individual or couple who are retired or planning for life after work.
Have a net worth of £1m +
You have worked hard, saved diligently and have over £1 million of assets (excluding property).
Looking for guidance
Your retirement is too important to trust traditional financial advice because you deserve more
...that's where we come in.
We understand that thinking about life after work can fill you with anxiety, fear and uncertainty, but also joy and excitement.
No one should let the emotional challenges stop them from enjoying the rewards of life after work.
What we do...
Our approach provides you and your family with the following:
Build you a plan
By talking about and planning for what may happen, we become comfortable with uncertainty and help paint a more understandable future for you and your family.
Give you confidence
We ensure that you have level 10 confidence that no matter what happens you will achieve your goals.
Help find purpose
We deal with the intersection of enough vs more and align money & time with what’s most important.
We plan to be less wrong tomorrow, avoid the big blow-ups and mistakes, and let boring be beautiful!
We consolidate, organise, and simplify so you are always in control of your money and how you are going to spend it.
Make work optional
Our financial planning makes work optional sooner rather than later so you get back as much of your spending window as possible.
Our approach helps to prevent the following:
The fear of going it alone
Financial Anxiety & Chaos
Working longer than you need, so you can spend this time doing what you want
We will have conversations and listen to your purpose, values, dreams, fears, current financial reality and family life so we can create your unique financial roadmap.
Together we will build a robust financial plan, based on your unique situation that is solely focused on achieving your most desired outcomes.
We will be your families guide in an ever changing landscape so know matter what happens in the markets, economy or the world you can life your ideal life.
Experts in helping people plan for and live in life after work.
We are award winning chartered financial planners, but we are more than that!
Our friendly team are specialists in helping aspirational couples aged 50+ navigate their complex financial situations and build a retirement that works for you.