There are times in life when it’s wise to use the services of people with specialist skills. If you need your car or washing machine repaired, you find somebody who has the skills to do it for you. Financial planning for retirement shouldn’t be any different – it pays to use a specialist.

If you’re transitioning towards retirement, or just want to understand whether or when you can afford to retire, our service can help.

With our Financial Planning service we'll:

  • support you in understanding what your retirement finances could look like, now and in the future
  • advise you on how best to use your retirement savings to provide you with the income that you’ll need and want
  • set up any pension or investment products you might need
  • provide ongoing advice to support you with ensuring that your income lasts you for your lifetime and meets any changing needs you might have

The benefits

  • It will provide you with the peace of mind that you're making the right choices for one of life's biggest financial decisions.
  • You don't need to spend time thinking or worrying about how best to cover all of your costs in retirement - that's our job.
  • You get to spend your time on the rather more exciting task of working out what it is you'd like to be spending your time doing when you retire.
  • You'll know how much you can afford to spend throughout retirement.
  • You'll have a plan that can change if your circumstances change, or as you reshape what you need or want to spend money on.
  • You'll have a dedicated adviser who has your best interests at heart.

Our service and costs

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At all times you’ll have access to a dedicated adviser and our experienced support team – by phone, online or face to face in one of our offices (Reigate, Tunbridge Wells or London).


Find out how financially fit you are for your life after work.

Estimate how much your pension savings might be worth in the future, and compare this to what you might need to live comfortably during your retirement.

Contact us

For more information, or to book an initial consultation:


0800 995 6014, Monday to Friday between 9am and 5pm


You can email us at