We help successful people retire well

We’re a small firm of Chartered Financial Planners based in Christchurch, Dorset, founded by IFA and retirement expert, Justin King. With over 25 years’ experience and a real enthusiasm for helping people, Justin has enabled more than 100 couples to retire successfully – and he can do the same for you.

 
 
 

We’re all about you

Lots of companies claim to put their clients first. It’s easy to say. But we genuinely feel we put this into practice. We really like people, it’s as simple as that. We enjoy building strong relationships and because we do life coaching as well, we encourage you to really think about your life and what you want from it. Using our expertise to help you achieve this is a real buzz. 

We only work with a small number of clients

We’ve spent a lot of time figuring out who Justin can deliver most value to. Which means we don’t work with everyone. Our clients are successful people who want a trusted financial partner to guide and reassure them as they approach and then enjoy their retirement. We’re in it for the long term, so it’s important we get on. 

Meet Justin – the expert at our helm

Justin is an independent chartered financial planner, author and podcast host, specialising in retirement. He’s qualified to a level that goes beyond what’s usually needed for his job, but then he’s never one to do things by halves. Read more about Justin

 
 

Meet the team

Justin may be at our helm, but you’ll get to know the whole team when you work with us – and we’ll all get to know you. We work alongside Justin to make the planning of your retirement a personal and enjoyable experience.

Here’s a bit more about each of us…

 

Kathy King
Practice & Marketing Manager

Justin King
Managing Director & Chartered Financial Planner

Lesley Billing
Paraplanner

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We’re recognised within the IFA profession

We’ve been finalists (and a winner) of several financial industry awards. Not only that, but we became the first advisory firm in the UK to achieve the British Standard in Financial Planning BS8577 (which basically means we tick all the boxes for best practice). These are the awards we’ve received:

  • Finalist in the ‘Retirement Adviser of the Year’ category of The Investment Life & Pensions Moneyfacts Awards 2019

  • Shortlisted in the ‘Best Retirement Adviser’ category of the Money Marketing Awards 2019

  • Finalist in the ‘Retirement and Later Life Specialist of the Year’ Award 2018/19

  • Winner of the ‘Life and Pensions Adviser Firm of the Year 2015’ award from the Financial Times’ professional publication, Financial Adviser

 
 
 
 

“Every member of staff is dedicated to giving reliable independent advice and responding to any requests quickly and efficiently. I wouldn’t move my funds anywhere else.”

— Leigh Harper-Roberts

 

Need to know more before getting in touch?

Let’s share a bit more about how we can help