Your retirement

Successful retirement planning is about more than money:
it’s about understanding what you value, so that your life and money has a purpose.

The transition from working life into retirement is not always easy. There are many unseen hurdles to overcome: whether that’s days to fill or a new purpose to discover. Through financial planning, these challenges can be understood and accounted for, so that retirement can become a period of opportunity and joy rather than one of regret and struggle.

There will undoubtedly be things you want to do in retirement; and whether you’re ready to stop working completely or ease yourself gently into retirement whilst continuing to work, you are nevertheless looking for financial clarity.

You might have questions such as:

  • Will we have enough?
  • When can we stop working?
  • What lifestyle will we be able to afford?
  • Where’s our retirement income coming from?

We help you demystify all of the above, and more.

Our Financial Planner, Andrew Neligan, works with people across the East Devon area, including Exeter, Exmouth, Branscombe, Sidmouth, Budleigh Salterton, Topsham, Honiton and Newton Abbot.

Are you...

Approaching retirement?

You’re starting to think about the future but might not be ready to retire for another 10 to 15 years. Nevertheless, you want to ensure you reach that point with a thorough strategy already in place.

Find out more

At retirement?

Whether you’re ready to stop work completely or transition into retirement by continuing to work on your terms, you want to feel confident and secure in your financial situation.

Find out more