Retired

There is no one definition of retirement. Whether you are travelling the world or engaged in new business ventures, we understand that you will have specific financial needs to ensure your lifestyle is maintained. We work with people to help ensure this next stage in life is everything they hoped for and more.

Your retirement, your way

Entering this new stage in life can be an exciting time – but it can also feel quite daunting. The transition from work to retirement often brings with it some questions and concerns, particularly if you’re not finished with the world of work completely. You may continue to hold a strategic position within an organisation, or be active in another business.  Whatever life looks like now, we’re here to set your mind at ease and provide confidence in your financial future.

We know that everyone’s goals and aspirations are unique to them, so our advice is always tailored to you. We explore what’s important to you in your retirement, be it maintaining a role in your business, brand new ventures or simply being able to spend and enjoy your money. With your goals in sight, we the create a financial plan designed to help you achieve them.

Our approach is all about building long-lasting relationships. We’re here to be your guiding hand throughout your financial decisions and help you enjoy this well earned time. Your retirement can be whatever you make of it – so let’s plan it, together.

Here’s how we can help

  • We’ll help you make sense of what you have now in terms of pension pots and other assets, and what that means for your options for the future.
  • Using cash flow forecasting tools, we’ll explore different scenarios for the future so you can plan for every eventuality, ensuring your money will last (and that you won’t die with too much!)
  • If you’d like to pass on some of your wealth to your loved ones, we’ll help with Inheritance Tax planning to ensure more of your assets go to the people who matter.
  • Ultimately, we’re here to provide you with peace of mind for the whole of your retirement, so you can enjoy it knowing your finances are in safe hands.

Hear from our clients

Learn how we’ve made a difference to the lives of some of those we’ve worked with and watch them tell their stories. Could you be the next to feel the value of financial planning?

John

I now have confidence knowing we're in a good place, to do the things we want to do in retirement.

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Winner - Financial Adviser Team of the Year

2024 – Yorkshire Financial Awards

Winner - Director of the Year

Joanne Vaughan

2024 – Yorkshire Financial Awards

Finalist - Director of the Year

Antony Barton

2024 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

Antony Barton & Gillian Shirt

2024 – Yorkshire Financial Awards

Finalist - Trainee of the Year

Luci Tinsley

2023 – Professional Adviser Women in Finance Awards

Finalist - Team Leader of the Year (small/medium firms)

2023 – Yorkshire Financial Awards

Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

2022 – Professional Adviser Women in Finance Awards

Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

2022 – Professional Adviser Awards

Finalist - Best Adviser Website

2022 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

2021 – Professional Adviser Women in Finance Awards

Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

2021 – Yorkshire Financial Awards

Winner - Rising Star of the Year

2021 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Professional Adviser Women in Finance Awards

Finalist - Financial Adviser of the Year - North

2020 – Professional Adviser Women in Finance Awards

Finalist - Woman of the Year - In-House Adviser Support

2020 – Professional Paraplanner Awards

Finalist - Paraplanner of the Year (In-house)

2020 – Yorkshire Financial Awards

Finalist - Customer Service Award

2020 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Yorkshire Financial Awards

Finalist - Rising Star Award

2019 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year