In Retirement Financial Planning and Support

In retirement: 60+

Enjoy what you’ve built.

Now is the time to live life on your terms, with clarity, confidence and control.

THE NEXT CHAPTER, WELL PLANNED

Your journey continues, with new priorities.

Whether you’ve recently retired or are already settled into your new rhythm, your finances still play a vital role in supporting the lifestyle you want, managing change, and protecting the legacy you hope to leave behind. With the right advice, you can continue making decisions that reflect your values, provide peace of mind, and support the people and causes that matter to you.

You’re drawing from your pensions and investments

You may have started taking income from a private pension, or begun using savings to support your lifestyle. Making those funds last, and work effectively, means reviewing your income strategy, tax position and future needs regularly.

You want your money to support your lifestyle

Whether you’re travelling more, spending time with family, or simply enjoying the freedom of fewer responsibilities, your financial plans should support your choices – both today and in the years to come.

You’re thinking about your legacy

You may be starting to consider the impact you want to have in the future, for your children, grandchildren or wider community. It’s important to understand how to pass on wealth efficiently, reduce inheritance tax, and put the right structures in place.

THE NEXT CHAPTER, WELL PLANNED

Your journey continues, with new priorities.

You’re drawing from your pensions and investments

You want your money to support your lifestyle

You’re thinking about your legacy

You’re drawing from your pensions and investments

You want your money to support your lifestyle

You’re thinking about your legacy

GUIDANCE FOR WHAT COMES NEXT

Advice for today, and tomorrow.

Even in retirement, your financial needs and goals will evolve. We’re here to help you stay prepared, protected and in control.

We can help you balance short-term goals with long-term growth. From saving for a property or looking to begin investing for your future, our team can guide you in making choices that align with your values and ambitions.

Whether you have multiple pension pots, are self-employed, or are unsure what your retirement could look like, we’ll help you create a plan that brings clarity. From contribution strategies to retirement income planning, we’ll guide you through your options.

You’re building something valuable – and it’s worth protecting. From income protection to life cover, we’ll help you understand what’s appropriate for your situation and what gives you peace of mind.

If you’re interested in growing your money in a way that reflects your ethics and outlook, responsible investing may be a good fit. We’ll help you explore sustainable options that don’t compromise on performance.

Tax planning can help you make the most of available allowances, avoid unnecessary tax bills and begin to understand how your decisions today could increase your future finances.

As asset values grow and legislation evolves, careful planning around Inheritance Tax (IHT) is essential. We work with you to minimise unnecessary tax, make full use of available reliefs, and structure trusts thoughtfully – helping you pass on your wealth efficiently and in line with your wishes.

Planning for care needs, whether for yourself or a loved one, can feel overwhelming. We provide clear, compassionate advice on funding options, care fee planning, and protecting your estate, so you can make confident decisions with dignity and foresight.

GETTING STARTED

Making the first step.

Step 1

Get in touch for a free consultation with one of our advisers. No commitments at this stage.

Step 2

We’ll share some initial thoughts and suggestions. You decide if you’d like to go ahead.

Step 3

Become a client and receive tailored, ongoing financial advice that grows with you.

“I am nearing retirement and wanted to get advice for the future for both me and my husband. Soon after getting things in place, a life changing diagnosis was given and Robert has offered friendly, caring advice and reassurance in dealing with this and planning for the future.”

Customer Testimonial

Case study

Guided by Robert Wilkinson, Independent Financial Adviser

Guidance for whenever you need it

Tools & publications

KNOWLEDGE THAT EMPOWERS YOU

Helpful thinking for a confident retirement.

From managing withdrawals to understanding the latest changes in tax rules, our content is designed to help you stay informed, make confident choices, and enjoy the retirement you’ve planned for.

Insight

Insight

A CLEAR PLAN FOR BUILDING LASTING VALUE

Building & managing your wealth.

RETIREMENT, ON YOUR TERMS

Planning for your retirement.

PROTECT WHAT MATTERS MOST

Protecting your family & estate.

CLARITY AND CONFIDENCE FOR BUSINESS OWNERS

Service for businesses.

FINANCIAL PEACE OF MIND

Blogs & News

Confident financial decisions

Publications

CLARITY THROUGH EVERY STEP

Tax tables

In retirement: 60+

Enjoy what you’ve built.

THE NEXT CHAPTER, WELL PLANNED

Your journey continues, with new priorities.

You’re drawing from your pensions and investments

You want your money to support your lifestyle

You’re thinking about your legacy

THE NEXT CHAPTER, WELL PLANNED

Your journey continues, with new priorities.

You’re drawing from your pensions and investments

You want your money to support your lifestyle

You’re thinking about your legacy

You’re drawing from your pensions and investments

You want your money to support your lifestyle

You’re thinking about your legacy

GUIDANCE FOR WHAT COMES NEXT

Advice for today, and tomorrow.

GETTING STARTED

Making the first step.

Step 1

Step 2

Step 3

Customer Testimonial

Guidance for whenever you need it

Tools & publications

KNOWLEDGE THAT EMPOWERS YOU

Helpful thinking for a confident retirement.

READY TO TALK?

Get in touch.

Have a Question?

Get in touch.