Enjoying your retired life

Elevate your retirement journey with our support. With a myriad of options available, our guidance ensures you choose the right path.

Plan for a fulfilling life

Retirement is a time to do all the things you thought you would never get the chance to when you were younger and had a family to take care of. You’re hammering away at your bucket list, taking holidays that will stay with you for the rest of your life and spending time with children and grandchildren. Life is good right now.

However, among all this happiness and joy, you still have worries in the back of your mind. The question of whether your savings will sustain your lifestyle in the long run persists.

Furthermore, you would like to protect your wealth and the fruits of your labour in the hope that you can one day pass it on to your family.

You probably have questions like…

Are my finances still on track?

How far will my money stretch?

Can I afford to have a big holiday with my family?

What are the most tax-efficient ways to pass on wealth?

What happens if the market turns south?

The Financial Conduct Authority does not regulate Cashflow Planning.

This is what we do best

It all starts with cashflow planning

Our team use cashflow planning to visualise a forecast of your future finances. We provide answers to your burning questions and equip you with the knowledge to make the right decisions as you sit back and enjoy retirement.

Optimise your retirement income

Once we’ve visualised how the rest of your retirement could look, we’ll optimise and diversify your income sources to ensure a steady cashflow. We’ll help you understand the options that come with drawing a pension and give you clarity.

Protect your hard-earned wealth

You’ve worked hard and saved hard for as long as you can remember, so you’re keen to protect your assets. We’ll discuss legitimate ways to reduce Inheritance Tax and make sure your will is in line with your wishes.

Answer your questions clearly

We answer any queries you have, honestly and fully. We tell you everything you want to know and keep no secrets. Some financial planners speak in riddles, but that’s not how we like to interact with our clients.

Ongoing reviews to keep you on track

Every year, we’ll arrange a review to assess your plan and investment strategies to ensure they are still on course. We’ll see how you’re getting on with your bucket list goals and update your strategy accordingly to keep things on track.

In our clients’ own words

Henry was honest in explaining our best options and he was extremely patient in waiting for the necessary documentation from players on our side. Other advisers we approached treated us like any other wealth management clients and offered only high-cost options without taking our needs into account.

Chris George

I had retired from corporate life and was looking for help with planning for retirement. Henry has a great breadth of expertise and a good sense of humour. He is also very well networked, which has been a big help when needing specialist advice.

Erik Schmidt

Henry was very knowledgable and professional. He understood our needs and we felt we were in good hands. We have now consolidated our various pension pots and have a strategy in place to maximise our pensions and savings for the future.

James Eades

Henry took a comprehensive look at my pension funds and how I might need to use them. He then advised on the best way to save and invest the money. He reviewed my pension funds and found the one best suited to merge various schemes and get the best outcome for retirement.

Alexis Fox-Mills

Let’s start a conversation about your future ambitions

There’s never been a better time to begin planning your financial future. Fill in the form to share more details about who you are and how you’d like us to help you.