Approaching Retirement

After working your whole life, suddenly stopping can provoke feelings of uncertainty about your future financial security. We can build a financial plan to help you determine when you can retire, and how much income you can safely receive after retirement.

Our investment strategies are based on the risk you are comfortable taking, but we’ll make sure your money continues to work as hard for your future, as you worked to earn it.

Find out more

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“Dale was able to look in detail, at the range of options, and advised on a time scale for implementing some of the options; even sending me a link to check out my State pension. Certainly, I will be recommending Dale to friends and colleagues” Amanda Adams September 2021

“Dale made us both comfortable when he discussed the various financial planning for our Savings & Pension monies. We have contacted Dale for further financial advice since then as we both felt Dale would explain parts of our policy that needed addressing going forward, with no obligation Dale rested our fears & this made our next step easier to plan” Robert F September 2021

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