YouHelping senior executives and family business owners to retire successfully
We provide our clients with the freedom, confidence and peace of mind to enjoy their retirement without worrying about money.
We do this by helping answer three important questions…
“How much money do I need for the rest of my life?”
“Will my family be financially OK, no matter what?”
“Can I confidently spend my money to take advantage of my time?”
Many of the people we work with live locally to us in Essex, but we have many clients across the South East and London. No matter your location, you are welcome to our Maldon office; alternatively, we can meet at your home, office or a mutually convenient and suitable location.
The people we do our best work with are senior executives or family business owners who are planning for their retirement in the next 5 – 10 years. You can find out a bit more about how we work with these groups of people here:
Family business owners
With so much to juggle, it can be extremely difficult to dedicate meaningful time to future financial planning as a business owner. We will help you to manage both the business and personal side of your wealth, and simultaneously look to the future; whether that’s your retirement, exit strategy or business sale.Click to find out more
Whether you’re hoping to retire in the next few years or you’re thinking about the day when you can work less, the prospect of preparing for retirement can be daunting. We will help you to assess your retirement income and make suitable changes; giving you the financial confidence to enjoy the freedom of retirement to the full.Click to find out more