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“At around retirement time we needed advice on managing our assets. Justin is highly professional, very knowledgeable, communicates brilliantly and is very easy to work with. We feel so much more confident about our financial future – highly recommended.”
Steve, Professional, Christchurch
“I felt uneasy about some financial and wealth planning advice I had received for my retirement from my financial advisor so I went to Justin for a second opinion. Highly qualified Justin ensures advice is delivered with my best interests in mind. I was lucky to find and also trust him.”
Barbara, Business Owner, Wiltshire
“Justin is nothing short of remarkable. Guided by a philosophy of service, integrity, and respect, he listens carefully to your needs and wants and provides tailored strategies to help unlock the door to your desired lifestyle. I highly recommend him as an honest, caring and very astute financial adviser.”
Walter, Former CEO, Lawyer, West Midlands

Take your successful past into a successful future

Up until now, you’ve been successful. And you’ve achieved a comfortable lifestyle. So you may now be wondering how your successful past translates into a successful retirement. That’s where we come in.

We work with people who have done well in life and are starting to plan their retirement.

If that sounds like you, you have probably amassed several pensions and investments and want to ensure you make smart decisions about your money. After all, the decisions you make now will impact your next 30 years and beyond.

You want to make sure your partner is financially secure and your financial affairs looked after by someone you trust when you’re no longer here.

You want to ensure that your wealth is efficiently passed on after your death.  And, as importantly, that your wealth is expertly managed whilst you’re alive.

Successful wealth planning for retirement depends on good, long-term relationships. We’re in this for the long haul, in the same way you are, and we believe that by restricting numbers we can offer the superior level of service that affluent individuals demand.

 

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Helping you transition to retirement

Shared values

Retirement represents a sizeable transition for many people. As specialists in pensions and retirement planning we help you plan for your transition and stand by you through your retirement years. After all, retirement looks better knowing you’ve got an intelligent partner on board to steer your finances.

Our approach isn’t for everyone. But if this sounds like you, why not get in touch to see how our expertise could help you unravel the complexities of retiring and enable your past achievements to have real lasting value for future generations.