You may have pension pots scattered across employers, some savings, and a vague idea of when you want to stop working. But do you really know if it’s enough?
Angela came to us overwhelmed. Multiple pensions, no real plan, and fear that she’d either run out of money or die with too much unspent. Now? She has peace of mind, clear options, and even a legacy plan.
Here’s how we help:
- Cashflow modelling with FinCalc. We plug in your numbers and show your future—based on real, evidence-backed projections.
- Pension drawdown vs. annuities? We walk you through the pros and cons based on your needs.
- Legacy and gifting strategies. Let’s turn confusion into a clear plan for your family.
You worked hard for decades. We make sure that translates into the retirement you deserve.
Book a no-pressure retirement clarity session.