This websites use cookies. By continuing to browse the site you are agreeing to our use of cookies. For more details about cookies and how to manage them, see our cookie policy.

Funding your lifestyle

Once you have decided to stop work you will be entitled to take a monthly sum from your retirement plan; but the planning should not stop there since your retirement fund may be needed for up to thirty more years. For many retirees life does not stand still, infact this can be a very busy time filled with big plans!

Financial Clarity

Even once you have retired, it is important to constantly review your financial goals as your lifestyle needs change. For example, you might be considering options to downsize your property, or want to look at how to fund nursing care, or even consider passing on wealth to your loved ones. Reviewing your financial plan to meet these changing needs is essential to giving you financial clarity allowing you to fulfil your retirement dreams.

Our advisers can help you achieve the financial outcome needed to ensure you can fund your retirement goals. We can look at the tax implications of selling your house as a way to fund future care options. In addition, we can help you plan how to pass on your wealth to your family and reduce your inheritance tax liability.

Got any questions? Just call us on 0117 907 1965


Managing financial exposure to IHT

As a successful businessman, one of our clients had accumulated a substantial amount of wealth during his working life. Due to current Inheritance Tax allowances he had a substantial inheritance tax (IHT) exposure. With over £2 million of assets above the IHT allowance, he sought our advice to help him manage his financial exposure. 

Read more

The retirement journey

managing your retirement income

Once you have decided to stop work you are entitled to take a monthly sum from your retirement plan; but the planning should not stop there since your retirement fund may be needed for up to thirty more years. 

Read more

PLANNING for your future

Pensions still remain one of the most tax efficient ways of saving.  Investing in a pension gives you several tax advantages. We can help you review and even consolidate pension schemes and look at ways to help you achieve a financial outcome that is right for you and your family. 

Read more

Arrange a free initial no obligation consultation

Enter security code:
Security code

Occasionally we may email you with financial information/articles which may be of interest to you – please tick the box to let us know you’re happy for us to contact you.

Or call on 0117 907 1965


You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.


41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965