A complimentary audit for those looking for answers.
Retirement planning health check.
Who is this for?
Our retirement planning health check provides a thorough assessment of your retirement readiness.
Approaching Retirement
This is suitable for those looking to retire within the next ten years.
£300k+
Households with at least £300,000 in pensions and investments.
How does it work?
Complete our online retirement planning assessment.
Answer some questions about your current set-up and we will give you a score out of 100.
Start Now
Schedule a meeting using the link provided.
Once the assessment is complete, you'll get a link to book in a free meeting with an expert retirement planner.
Meet with one of our financial planners.
A one-hour video session with a specialist retirement planner, with pointers and things to think about.