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Award-winning independent pension and retirement advisers

Independent Pension Financial Adviser Bournemouth

We help you retire successfully.

By working with a deliberately small number of clients we’re able to give you the attention you deserve.

We help you make the best use of your pensions and wealth to provide both a great lifestyle in retirement and a legacy for your family.

Are you looking to retire soon? Why not watch our video to see how we could help you plan your retirement. Then click the button to register for a free initial consultation with our award-winning Independent Financial Advisers.

Introducing The Retirement Café – Free wealth planning guidance for people in and around Christchurch

The Retirement Café gives local people an opportunity to learn more about issues, opportunities and challenges that may affect their retirement, over coffee and cake.

Every few weeks, hear experts talk about a range of topics such as coping with dementia, paying for care, Inheritance Tax or how to protect your wealth after you’re gone. Take the opportunity to ask questions and feel better informed in your retirement. Spaces are limited, so be sure to book your place early to avoid disappointment.

Will your successful past translate into a successful future?

What does your retirement look like? Do you have a clear idea of how you’d like to spend your time, who you’d like to spend it with and what you’d like to do? A surprising number of people have not given it much thought until the reality of retiring is imminent.

Finding the right Independent Financial Adviser to help you navigate the challenges of retiring can be difficult in itself. You need to make sure that the IFA firm you entrust your future to is worthy of your time and money. It’s a given that your chosen firm will have the relevant accreditations and qualifications to properly advise you on your pension options and create an investment plan just for you. But feeling listened to and properly understood is essential to any relationship.

 

It’s no different to the relationship you’re looking to have with your retirement planner, but not all firms look beyond the product sale to the person they’re advising.

Our approach to retirement planning is somewhat unique. But then so are you. If you haven’t yet defined what the future should look like, then maybe now’s the time to start thinking. And maybe now’s the time to find an independent financial adviser who will ask you the right questions to allow you to plan for a successful retirement.

Why not make an appointment to come and chat about what’s important to you over a coffee?