Retired

Many clients worry about how they’ll fund the future they dream of. Professional financial advice will give you a realistic picture of how much you can safely afford to spend without ever running out of money.

We can help you by creating a lasting financial plan to combine your ideal investment strategy with establishing the most tax efficient route to take your income. We will help you consider all your options including annuities, investments, uncrystallised lump sums or income drawdown, and provide you with a tailored recommendation of which action to take.

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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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