Planning for retirement

While retirement looks different to everyone, we’re all striving for the same end goal: a life of financial freedom. But the key to achieving it is to plan for it. We help people organise their finances to create the retirement they dream of.

Whether you’ve got a clear idea of your goals or you’re working from a blank page, we’ll help you lay the right foundations and set you on course to achieve the future you want.

How we help

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Understand what you have

We’ll review your existing finances, including pensions, savings and investments to give you a clear view of what you have and what else you might need.

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Plan your goals

We’ll explore your goals for retirement and what you’re looking to achieve, from when you want to stop working to what you’d like to do with your time.

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Tax-efficient solutions

We will ensure your bespoke financial strategy makes use of all relevant tax breaks and allowances, helping to ensure that you don’t end up paying more than you need to.

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Stay on track

Importantly, we’ll check in regularly to review your portfolio and make any adjustments needed to ensure you stay on track to achieve your objectives.

The right partnership for your finances

Finding the right financial planning firm for your needs is important. You’ll want to ensure they’re a good fit for a successful, long-term partnership. Find out more about why some of our clients choose us.

Why choose us?

What our clients say

My husband and I were fortunate enough to accumulate a moderate sum of money and were unsure on how to best invest it. Having taken sound advice from Ewan on another financial matter a number of years prior to this, we decided to seek his advice. Following an initial discussion we were confident that Ewan was the right person to guide us.
He took time to patiently listen to our objectives, taking into account our individual priorities and helping us to work out how to best meet our goals. He explained things clearly, ensuring that we fully understood each stage of the process. With the help of Ewan’s expertise we are very happy with our investments, and our regular reviews ensure we that are always fully informed and confident in our decisions.

EJ

I initially contacted Ewan to ensure that my personal funds were being invested in a way that matched my medium to long term requirements. It was important that this was done in the most tax efficient way possible for my wife and myself.
As I subsequently approached retirement age Ewan listened to my ambitions, considered all the options, and clearly set out the various courses of action available to me in order to meet my goals.
This has given me considerable comfort, enhanced by our regular meetings which ensure that the funds continue to be invested in a way that matches my risk appetite.

RH

I have worked with Ewan over many years, exploring the best growth opportunities for my savings and ultimately planning for my future retirement.
I have always felt that my requirements have been listened to, and any communication I have received from Ewan has been clear and easily understood.
Peace of mind is important to me, so I feel reassured knowing that my investments are with an experienced adviser and trusted company, with the benefit of annual face-to-face meetings.

JH

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Get in touch

To find out more about how we could help, leave us a message below.