Looking at retirement can be daunting.

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You want to make sure that you have

enough money

to live comfortably for the

rest of your life.

Without a robust plan in place:

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You don't know if your pensions and savings will allow you to live comfortably

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You may worry about what you will be able to do in retirement and what life looks like

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You don't know if your finances can handle any stress

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Retirement can look scary and - sometimes - impossible

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You can get lost in the now and forget what you want to get out of life

You may be asking yourself questions such as...

Are my finances enabling me to live the life I want?

How do I make sure I support my family financially?

Who can I go to for help?

We also know...

that it’s scary thinking about life after work and this brings lots of confusion and financial uncertainty.

we help to remove this financial uncertainty and help you organise your finances with a robust financial plan, so you can live the life that you deserve.

We know...

that retirement is confusing, daunting and difficult to visualise, especially if you have never been in control of your finances in the past.

So...

You deserve to feel confident

about your financial future

and that your financial plan is doing its job

to support you and your family going forward

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How we help you:

We will help you by:

Providing a robust financial plan that reassures you that things are taken care of

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Providing you with balance between living for today and saving for tomorrow

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Giving a long-term view of what your finances are doing to help your future life

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Giving you confidence over when you can retire, and what retirement looks like

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Educating you on what pensions mean and translating complex jargon

Chat with us:

Hi, I'm Louise.

I am a Chartered Financial Planner with nearly twenty years of experience in financial planning. 

I specialise in helping people going through big changes in life, just like you.

Louise Sagar

Please note...

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.