it’s all about you

You may be just two or three years off retirement and have some exciting plans for what you want to do with your life once you leave work.

But is your financial planning all on track? It’s at this time of life that big decisions need to be made and where many people need a bit of help and guidance.

You’ve retired! Now, you can finally go off on that cruise round the world, spend more time with the grandchildren, potter about in the garden and do whatever you’ve been dreaming of.

This is often known as the ‘accumulation’ phase. You are likely to still be earning so you will want to be making the most of your income and generating wealth. You will be keen to do this by investing wisely and making the most of any tax allowances, through pension contributions or ISAs.

As a business owner, you will no doubt lead a very busy life so our aim is to take away some of the hassle by helping you manage your money.