Helping you plan for your retirement is a key part of what we do. We work with you to understand what you will need in retirement to meet your lifestyle objectives and then build a plan to help you achieve those goals.

It is quite common for clients to have a large number of pension pots from various previous employments, some of which may even have been forgotten about. We will look at your pension arrangements along with your objectives and build a plan that is right for you that takes into account all of your wealth. This will involve assessing whether there is likely to be a shortfall in your pension provision against your objective, and if there is, how to bridge that gap.