Over the years, we have developed specific expertise in working with directors of limited companies and people approaching retirement.

Whilst your situation, goals and aspirations will be very unique, we often find our clients come to us with similar questions and concerns:

  • When can I retire and how much income will I need?
  • Am I making the most of my surplus income?
  • Can I afford to retire early?
  • How can I help my family financially?
  • Are there ways I can minimise tax?
  • Would my family be okay if I were to die prematurely?
  • Am I investing appropriately for my situation and goals?

We’ll answer all these questions, and more, as we build your financial plan.

The people we work with often live locally, or in the wider Northamptonshire area. Our Podington office is a tranquil space set in nature, and we do encourage you to visit us for meetings if possible. The relaxed setting is perfect for promoting in-depth discussion.

If you don’t live locally, that isn’t a problem; we embrace technology and often conduct meetings via video or telephone call. As long as you are willing to take an active, collaborative approach, we are happy to work to your preferences.

Directors of limited companies

We will help you plan for your eventual retirement and achieve goals related to both your business and your future.


People planning for retirement

We will bring clarity to your retirement planning and help you to enter this exciting chapter of life with financial confidence.


Our happy clients

Andrew has been my adviser for over 20 years. He was recommended to me upon the death of my first husband and has shown patience in advising me on the best way to invest my money. Andrew gives the best advice. I have never been disappointed and, what’s more, I trust him.


I’m not very financially savvy and need a plan for my savings, investments and pensions. Andrew explained everything in a very clear and understandable way. I feel happier and more organised about my finances now.


I am a woman on my own, who has not been educated on the intricacies of the financial world, so I wished to receive professional advice. Andrew Reeves is a very personable man to deal with and explains everything so well. I am absolutely satisfied with the advice I have received and trust his judgement implicitly.


I was made redundant at the age of 60 and wanted advice on taking early retirement. The Investment Coach analysed my financial position and attitude to investment risk, putting a financial plan together to enable me to take early retirement.


I was looking for a financial adviser to help me plan for retirement. Andrew used cashflow forecasting to help me understand my personal point of financial independence. I have now achieved clarity for my long-term plans. I particularly appreciated Andrew’s flexibility of approach to address my individual needs.


I wanted to know how best to prepare for retirement and manage my money. Andrew helped me set up my pension, invest my money and organise my life insurance policy. I have definitely seen the outcome I was hoping for.


I wanted an adviser that understands my situation to help me complete my family plan. Andrew gathered all information needed to understand my goals and repositioned my pensions and investments to facilitate our plan. Each annual review we discuss any changes to make sure we’re still on track.


I was looking to invest company money. Andrew helped us spread the investment and decide on the best options. He was very helpful and informative.


We had received lump sums following retirement from teaching and we were anxious to invest the money for capital growth. Andrew had a grasp of our situation and explored our attitude to risk. His language was jargon-free, and he explained the different options available to us. We feel confident that we made a reasonable investment decision and that this was appropriate for our current and future needs.

Nick and Belinda