People planning retirement

At what age will you be able to afford to retire? What kinds of things do you picture yourself doing once you retire? Will you have enough in the pot to afford the lifestyle you would like?

For some people, retirement can last almost as long as their working life, so it’s important to get the answers to these questions right.

Making a plan for a long and prosperous retirement requires skilful pension planning and an experienced eye to keep your investments on track. But there is much more to retirement planning than just your money. Your strategy should encompass all aspects of what is, for most people, the biggest change in their financial circumstances during their adult lives. That means identifying what you want your retirement life to look like and how you will ensure it is satisfying and fulfilling.

The range of options has never been wider and knowing which opportunities to take advantage of, and when, is crucial. With our help, you can feel in control of your retirement plans and look forward to the future with confidence.

How we help


A plan

It’s easy to get caught up with day-to-day living and find yourself drifting towards a future you haven’t chosen for yourself. Financial planning can be a welcome chance to assess where you’re heading and whether you want to change course. Our work together will give you the opportunity to pinpoint what you want your future to look like and how you can position your money to obtain it.


Pension planning

With more options than ever for how to save for retirement, and how to draw down that money, it can be hard knowing what to do. We’ll review your arrangements, your attitude to risk and your future goals and ensure that your pension plans are on course to give you the retirement you want. Where they are not, we’ll make recommendations that put you back on track.



Where our analysis suggests investing could help you achieve your goals, we’ll design a portfolio that is aligned to your personal financial goals, and your attitude to risk. Whether you are a cautious investor looking for steady long-term growth or more adventurous and happy to accept a greater level of risk, our Investment Proposition is designed to accommodate your requirements.



Gain peace of mind that your loved ones won’t be financially impacted should you lose your health, livelihood or life. We don’t push our clients into expensive, one-size-fits-all insurance products, but carefully design a strategy that fits around your life and all those people who are precious to you.


Estate planning and trusts

Navigating the complex laws surrounding Inheritance Tax, wills and the setting up of trusts is tricky and requires expert financial advice. We know these aren’t the easiest of topics to discuss, but getting your arrangements right at the earliest possible opportunity is really important. You’ll want to be sure your loved ones will be taken care of at the time of your death. And you’ll want to know that tax won’t be a burden where it needn’t be.


Pension planning for divorce

Pension rights can be one of the most complex aspects of a divorce or dissolution settlement. If you find yourself navigating a divorce settlement, it is imperative that you obtain advice from a financial professional to ensure all angles are covered. We work alongside solicitors to help you structure your financial arrangements and plan for a secure future.

Hear from our clients

I have been a traditional cash saver for a number of years. With returns being so low I wanted to do something different and was introduced to Jon Bissett who was extremely helpful in explaining my options to me in a really clear and transparent way. He gave me the confidence and information to enable me to make an informed choice and has helped me set up a stocks and shares ISA. The process was very smooth and Jon was on hand throughout to guide me through the process. I received a very helpful, friendly and professional service.

Mr B.

A client since February 2021

My wife and myself were introduced to Jon Bissett, as we needed some advice on pensions. Jon has been a great help on a personal level, giving advice and setting up directors pensions for us. Having Ian Price, our Accountant, at one of the meetings made the whole process seamless. Jon has also advised us on life cover and I am now speaking to him about buy to lets. He is friendly and professional and I have recommended him to other members of my family.

Mr and Mrs T.

Clients since February 2021

“I was introduced to Vanessa as I wanted some advice on pension and investment planning. Vanessa took the time to understand my objectives and explained everything to me in a very clear and professional way. Vanessa is so easy to talk to that I have now introduced my partner to her who usually hates stuff like this! We look forward to developing a long-term relationship with her, especially as she has shown herself to be really conscientious and trustworthy.”

Ms L.

A client since May 2021

Get in touch

Send us a message and a member of our team will respond to your query.