Whether retirement is months or decades away, it’s never too early to begin planning for this exciting chapter of life. But where to begin?

Planning for the day when you no longer have a steady income can feel daunting. Whilst you’ve worked hard over the years to save for the future, it’s incredibly difficult to establish what sort of retirement income you can expect.

We believe this shouldn’t be the case. Successful retirement planning should bring clarity to your lifelong goals.

As a Chartered and Certified Financial Planner™, the first UK adviser to obtain ISO 22222and one of VouchedFor’s Top UK Advisers of 2019, our Financial Planner Andrew Reeves is dedicated to providing exceptional advice and service. He has over 20 years’ experience in working with people who are planning for retirement.

We will help you to:

  • Establish your goals, aspirations and the retirement lifestyle you would like to achieve
  • Review your existing pensions, savings and investments and recommend beneficial adjustments to your arrangements
  • Explore new routes to retirement and show you what’s possible with the new Pension Freedom rules; whether that’s part-time work, consultancy or early retirement
  • Protect you, your family and your business from unexpected events
  • Plan for the future of your wealth by mitigating Inheritance Tax as much as possible
  • Coach you on an ongoing basis to ensure you stay on the right path to achieve your goals, no matter what changes life brings

Retiring early – Sheila

Sheila came to us as she was approaching retirement. A mutual friend had recommended us to her.

Her finances where somewhat chaotic, and she also had a large life assurance pay out to manage. She didn’t know where to begin.

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Ready to get started?

We would be delighted to answer any questions you might have or book in a no-obligation initial meeting with you. Visit our contact page for full details on how to get in touch.

You can also learn more about our client journey here.

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.

Jacky

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.

Millie

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.

Margaret

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.

Clive

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.

Stewart

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.

Lucy

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.

Dave

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.

Emma

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