We'll help you enjoy a retirement that works for you

We recognise that retirement means different things to different people. Our approach is built on listening and understanding:

We take the time to get to know you, your circumstances, and your hopes for the future. Your dedicated adviser works alongside our client relations team to provide comprehensive support.

We're here for the long term, offering guidance throughout your financial journey.

We believe in creating retirement plans that are as individual as you are:

We begin with a friendly, informal chat about your retirement goals and any concerns you might have.We'll look at your current financial picture, including pensions, savings, and investments.

Drawing on our expertise, we'll suggest options tailored to your specific needs and risk comfort. We'll implement the agreed strategy, handling the technical details on your behalf.

We'll keep in touch regularly, reviewing and adjusting your plan as your life evolves.

While every retirement plan is unique, there are some areas where we often provide additional support:

Income drawdown: we'll explore options to ensure your money lasts throughout your retirement.

Assessing your options: we can discuss retirement options that align with your preferences and approach to risk such as fixed term annuities.

Estate planning: if you're thinking about leaving a legacy, we can incorporate this into your plan.