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You have spent a lifetime building your capital, and now is the time to start enjoying it. Our team can help you create an effective retirement income strategy tailored to your needs.
Nowadays, we are all living longer, so having peace of mind in retirement is paramount. The number one concern for most retirees, irrespective of wealth, is structuring income in the most sensible and tax-efficient way .
With our help, you will discover how to navigate the changes and challenges in life – including your health, family dynamics, stock markets, and inflation – so you are in the strongest possible position.
Few of us plan a hard stop in our career, instead looking to work with decreasing intensity. A big challenge for many retirees like you is how to structure their income. This is especially true if you are transitioning from known earnings to living off many sources of capital.
Our experts will provide guidance and support in managing your changing circumstances.
Our approach
Understanding where you are today and what that means in terms of your retirement is the first step. Our experts make it their mission to understand what is important to you.
Anticipating how inflation will affect your personal situation is key, as different categories of expenditure inflate at different rates. Counter-intuitively, discretionary expenditure in retirement tends to decrease over time. This means you will likely need more funds in the active stage of retirement, as opposed to later in life.
Together, we will ensure you are comfortable for the rest of your days, allowing you to maintain your lifestyle while being prepared for unexpected health issues.
In your meetings with your dedicated relationship manager, you will discuss key factors, trade-offs, and priorities while exploring the different options. At the end, you will have a truly personalised strategy that will last a lifetime.
What clients say
These video testimonials and our glowing reviews on VouchedFor, the UK’s leading independent review site for financial professionals, are evidence of the high standards we strive for.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
960%
would recommend us to family, friends, or work associates.
950%
believe working with us has helped or will help them achieve their financial objectives.
950%
are very satisfied that we understand their needs and objectives.
After a number of false starts with rogue people, I have found Anne McClean, who fits my requirements perfectly. Unless this is your profession, you need someone just like her to make the right financial decisions for you.
Christopher H., retired vet
Anne has acted as my financial planner for nearly 10 years, and I could not be more satisfied with the service I have received or the relationship we have built. I trust her and her team completely, and under her guidance and the skills of the investors she works with, I have seen my “nest egg” flourish, even during challenging financial times.
Viv N., retired from professional services
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