We’ll help you create a plan that funds your retirement dreams

We know what it takes to help successful individuals retire with complete financial confidence

We help people retire successfully. But what does a successful retirement look like to you? We’re pretty sure that, whilst the money to support your retirement is important, how you spend your time and the things you do when retired are much more important.

Our approach to retirement planning is rooted in understanding what your future looks like to you – and then creating a wealth plan to help you fund it.

We don’t believe in one-size-fits-all financial advice. Our well-defined approach is tailored to the needs of affluent individuals who need a wealth strategy that delivers their personal vision of retirement.

Creating a financial strategy for your successful retirement

Approaching retirement you may have a number of questions or concerns. Feeling financially secure is likely to be among the most important.  You need to feel confident that you can fund the next 30 or more years of your life, without the fear of running out of money, or not being able to pass your wealth onto your loved ones after you’re gone.

As award-winning financial planners we understand the complexities of managing your wealth to achieve financial security and independence in retirement. Our approach to retirement planning is goals-focused and our plans are built for the long term. And it all starts with you. Our success is founded on building enduring relationships with the people we help, so we can help you align your money with your values.

Find out more about how we work at Your Journey.

A comprehensive approach to your retirement planning

Great retirement planning is not just about understanding your pension options. Granted, pension planning is a core part of the process, but proper retirement planning encompasses many more aspects.

You will find our approach puts you at the centre of things. With your vision of a fulfilling retirement at the heart of your plan, we advise on your pension options, on how to invest your capital for the best chance of a successful retirement, on how to structure your assets tax efficiently and on options for funding care fees if needed in later life.

Working in partnership with carefully selected experts in their respective fields, we also provide advice on mitigating Inheritance Tax and passing on your wealth to future generations, so you can be sure your wealth keeps working for you long after you’re gone.