Financial planning and financial advice can be important at many points in someone’s life and we are more than capable of helping almost anyone who needs the skills we bring; however, being completely honest, if you are a 28 year old tech entrepreneur then we may not be the most suitable firm for you.
In the main those we work with own their own business or are senior employees or professionals who find that the demands of their role means they are pulled in many directions and what gets lost is the time to dedicate to their own plans. They understand the importance of planning and are eager to participate in the process and appreciate the opportunity to access expert, professional assistance in organising their personal finances.
Whether you sold your business recently, stepped back from work to focus on personal or family interests or have been retired some time and are now wondering how best to help your children or grandchildren, retirement will often change rather than reduce your choices, challenges and objectives. Peace of mind is often key here and achieving that starts with understanding and planning.
Over the last 13 years we have developed a particular set of skills and knowledge in the intricacies of these three core statutory pension schemes and provided modelling and advice to Vice Chancellors and their senior teams from the north of England to the south coast as well as many NHS consultants. Whether it is the impact of the McCloud judgement or how early retirement will affect the benefits you will receive, understanding what choices you may be asked to make and how these will affect you is anything but simple.