Retirement Planning Woodbury

Planning Your Retirement in Woodbury?

You’re living in Woodbury or thinking about moving there and planning your retirement. You have lots of unanswered questions:

  • Can you afford it?
  • Where’s the money going to come from when you stop work?
  • You’ve got various pension and investment pots which need reviewing.
  • What’s the best way to structure your income so you don’t pay too much tax, but have enough coming in each month?
  • Will your partner be OK if you die before them?

I help individuals and couples, usually in their 50s and 60s, to answer these questions and help them retire on their terms.

Book Your Initial Chat

Why Clients in Woodbury Work With Me

  • I specialise in retirement planning.
  • I’m independent and fee-based. There are no hidden charges or commission payments.
  • I’m both a Chartered Financial Planner & Certified Financial Planner™
  • I provide clear, jargon-free advice tailored to your specific situation and needs.
  • My existing clients value the relationship we have. Knowing they have someone on their side they can trust gives them great peace of mind.

Here are some quotes from existing clients when asked what the single biggest benefit they get from working with me is: 

  • “A sense that we are in the safe and competent hands of an experienced and ethical professional who has the financial interests of our family at heart.”

  • “Having the advice and guidance of someone I trust.”

  • “Confidence in that we have taken action to make best use of our financial resources.”

  • “Steering us as a couple to better understand our financial situation, and show it’s better than we had thought.”

Based Locally, Focused on Your Future

I’m based in East Budleigh, just outside Woodbury, and regularly work with clients across East Devon. Meetings can take place in person, by phone, or online, whichever suits you best.

A Clear Retirement Plan, One Step at a Time

I provide a step-by-step approach to advice that is taken at a pace that you are comfortable with. It starts with an initial chat to see if I can be of benefit to you. If that is the case, we can have a longer discovery meeting at my cost and with no obligation to proceed. The purpose of the discovery meeting is for me to gain a deeper understanding of what is important to you and your priorities.

From there, we can decide whether I’m the best person to help you.

For more information on the retirement planning process, CLICK HERE.

Book Your Initial Introductory Call

There’s no pressure, and no obligation. Just a clear conversation about your retirement goals and how I might help.

GET IN TOUCH HERE.