Thinking of retiring

Let’s plan the future you want

As you approach retirement, it should certainly be a time for celebration – after all, you’ve worked hard to get to this stage! But it’s natural to have plenty of questions about what the future holds, particularly when it comes to your financial situation.

We work with people to help answer life’s big questions and guide them confidently into the retirement they always dreamed of. Whether you’ve got some solid ideas of what that looks like already, or you could do with a helping hand in realising it, we’re here to support you.

Here’s how we’ll help…

Understand what you have

It can be hard to know what you’re working with, especially if you’ve accumulated a few different pension pots over the years. We can bring these together and bring clarity to your financial situation, and help you understand the options available to you.

See what’s possible

We’ll use cashflow modelling to map out various ‘what if?’ scenarios, so you can gain an idea of what the future could look like financially. We can even plan for unexpected events, so you can feel confident whatever comes your way.

Plan for the future

Your retirement can be whatever you make of it – all it takes is some planning! Whether you want to fully retire at a certain age, or you’d prefer a more phased approach, we can ensure your goals are achievable.

Set you on the right path

Whatever your retirement holds, and however you want to do things, we’ll work with you to build a roadmap to the future you want, giving you confidence and peace of mind for what’s to come.

Hear from our clients

Don’t just take our word for it. Hear from some of the people we’ve helped with our advice.

Graeme provides advice with great clarity. Unused to the world of investments he was able to provide the right level of information in an easily understandable manner.

A client in Lanarkshire

Graeme excelled and I am very pleased with the position (financially) that I now find myself in. My deepest thanks go to Graeme and his team for their excellent service, and I look forward to their continued advice.

A client in Fife

By helping us take control of our pensions, Graeme gave us a reassuring back stop at a time when our jobs were uncertain. I wish I had met Graeme earlier!

A client in London

Graeme has the patience to listen, which gives him a good understanding of my situation and requirements. He makes me feel at ease during our meetings and gives me various investment options to consider. There is no hard sell or pushiness. He is trustworthy and truthful and has given me great peace of mind.

A client in Bedfordshire

Graeme was very professional and conducted an overall review before making recommendations which were followed up in writing. He is very good at his job, assesses situations well, is totally trustworthy, and can be relied upon to give good "non pushy" advice after full research.

A client in West Lothian

Graeme organised a financial seminar for NHS staff nearing retirement. I was impressed with his knowledge and presentation and there was no pressure to sign up.

A client in Lanarkshire

Graeme has a dedicated, systematic approach to our financial planning and we are very pleased with the positive results. We look forward to his regular visits to our home.

A client in Berwickshire

Graeme's welcome visits bring both me and my wife total confidence in his ability and he always leaves us believing that he is acting in our best interests.

A client in Renfrewshire

Graeme is very approachable and his financial advice is presented in a way that I can understand! I'm sure my situation isn't complex in the great world of finance, but he never makes me feel I am wasting his time.

A client in West Lothian

Fancy a chat?

Send us a message using our contact form to set up an initial conversation. All we need is a quick overview of your situation and we’ll be in touch.