Already retired

Once you retire, life doesn’t slow down. New hobbies, holidays and family time might mean you’re even busier now than you were before retirement. However, it’s still important to ensure your income can support you for the rest of your life. That requires careful financial planning.

You will also encounter new financial concerns. You might receive a lump sum, whether through inheritance or Final Salary pension and want to ensure the money is put to gooduse. Putting a plan in place at this stage is an important step.

With our expertise, we’ll align your money with your aspirations. We’ll make your money work hard so you can sustain the lifestyle you want. What’s more, we’ll help with estate and Inheritance Tax planning, ensuring you pass on your wealth to future generations rather than the taxman.

We help people who are: