Your retirement starts with the whole picture
Your pensions and investments may have grown separately, but retirement brings them together. We help you understand what you have, what you may need and how your decisions today could shape the years ahead.
That includes looking beyond your pensions to ISAs, wider investments and inheritance planning, so your plans for retirement and your family work together.
From your first conversation to ongoing reviews, you work with Neil Summers or Jordan Durrant. We explain the options and the risks clearly, giving you time and space to make your decisions.
Pension and retirement planning
Understand when retirement may be possible, review your pensions and explore how your savings could support the income and lifestyle you want.
Investments and savings
Give each investment a purpose within your wider plan, balancing your goals, time horizon and capacity for loss. Investments can fall as well as rise; you may get back less than you invest.
Meet your advisers
Personal advice from Neil Summers and Jordan Durrant, from your first plan through to ongoing reviews.
Meet at home, at an appropriate office or nearby meeting location, or by telephone or video where suitable.
Serving Suffolk, Essex, Norfolk, Hertfordshire and Cambridgeshire.
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What our clients say
Plan for the life you want
Retirement brings decisions that are easier to make together. You may be asking:
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When could I retire?
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What income could my pensions and investments provide?
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How would my plan cope if markets fell?
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How can I support the people who matter to me?
We explore these questions with you, explain the options in plain English and use cash-flow planning to test different possibilities.
Your plan develops with you. Ongoing reviews help keep it connected to your life, your family and your priorities.
What you can expect
A clear plan, from your first conversation to ongoing support.
Let's get to know each other
Tell us what matters to you and what prompted you to seek advice. Your initial consultation is free, with no obligation to proceed.
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We build the bigger picture
We bring your pensions, investments and wider finances together, exploring what you have today and the life you want ahead.
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Recommendations.
We explain our recommendations, alternatives, costs and risks clearly, giving you time to decide. Any fees are explained before a meeting takes place.
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Putting your plan into action
When you choose to proceed, we put agreed recommendations into action, coordinate with providers and keep you informed.
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We'll stay in touch
We review your plan regularly and help you adapt as your circumstances, priorities and retirement needs change.
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Investing at all time highs
Market records can make investing feel uncomfortable. Explore why your long term plan matters more than waiting for the perfect moment.
Make more of a pay rise
A higher salary creates choices. Discover how to balance enjoying more today with building the retirement you want.
Start with a conversation
A clearer plan starts with a conversation. Tell us what is on your mind about pensions, investments or inheritance planning.
Your initial consultation is free. Any fees will be explained before a meeting takes place, and all meetings are without obligation.
Prefer to call? 0345 257 5752