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Financial planning

Financial planning after retirement. There's a Simple way to take back control.

Are you already retired or about to retire? Do you suspect that your pension arrangements aren’t delivering as they should?

Perhaps your family arrangements have become more complex since you made your plans. Maybe there are concerns about your legacy.

Clarity from complexity

Now is the time to take back control by getting clear, expert impartial advice. Whatever the issue, we have the know-how to guide you towards better arrangements. To work in harmony with your goals for yourself and your family.

After listening and asking the right questions, we’ll:

  • Examine how your different assets, liabilities, income and inheritance plans knit together and match your attitude to risk
  • Advise if there’s a more tax-efficient way for you to take your income
  • Check that your pension arrangements and life assurance policies have the most up-to-date death nominations and trust arrangements
  • Assess how your current wills reflect your wishes and tally with your overall inheritance tax position

By taking a holistic view of your total financial situation, we can also help you take maximum advantage of all the different tax allowances.

Where there’s complexity, we’ll bring clarity. Plus tact and emotional intelligence, because we know that money matters within families are often highly sensitive.

Contact us today to arrange a telephone or video meeting with our financial planning experts.

Our other services

Retirement income

Multiple pensions? It's time to put the jigsaw pieces together. Let's talk about rationalising your options and maximising your retirement income.

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Pension reviews

How's your pension looking? If the honest answer is you're not sure, let's change that. We promise simplicity, clarity and up-to-the-minute expertise.

Use our Simple fee comparison tool

Most financial advisors charge on average 0.85% of your total fund as ongoing advice fees. That’s where we are different, offering a fixed fee of £2,500 whatever your position.

User the slider to select the total value of your fund, then see how much you can save. Simple!

Typical ongoing advice fee

You save

Our fee

£2,500

Specialists with the personal touch

Our team has over 80 years' experience helping customers plan and organise their pensions better. That means less stress and financial worry so you can get on and enjoy life knowing plans have been taken care of.

Read more about us
John

John Wilkinson

MD and Advisor

Mark

Mark Thewlis

Pension & Tax Advisor

Yvonne

Yvonne Mellor

Head of Paraplanning

Vicky

Vicky Roberts

Director

Andrea

Andrea Bridge

Senior Administrator

Simple, straightforward pricing

We communicate our costs in simple language, without the usual jargon

We provide full transparency so there are no hidden surprises

A quality service at a fraction of the price of many traditional advisors

A fixed fee service for both initial consultation and ongoing advice

"I was very happy with Mark's recommendations and pleased with the way he dealt with my situation and as a result have moved my pension to the new provider."

Paul Morris,
Merseyside

"The whole process was made really straightforward and they took the time and care to properly understand my situation. The results have been excellent!"

Jennifer Butler,
Carlisle

"Because I live in a rural area, having a specialist advisor that I am able to talk to from the comfort of my own home makes a massive difference to me."