Retirement Planning

Are you approaching retirement, about to retire or already retired and want more income to spend?

We can help you find your way through the pension ‘maze’, making it so much easier to understand
We can even tell you what the government is likely to pay you when you reach state pension age – but don’t get too excited!

Our retirement planning services include:

  • Pension review – We can review your current pensions and let you know whether they are expensive, invested according to the level of risk you are comfortable with, and whether it’s worth putting them altogether in one, new, simple, pot.
  • Retirement options – When it comes to taking an income from your pensions, there are so many options… please don’t take the first one offered by your pension provider! Let us explain all the options and help you make sure you use your pensions in a way that suits you best.
  • Tax management – You don’t want to get caught out!  We can assess your position against the annual allowance and lifetime allowance, to make sure your pension arrangements are tax efficient.

Services Overview

Something for every stage in your life… because financial planning is for life, not just for retirement!

Financial Planning

Achieving your goals with a practical, workable plan

Retirement Planning

Identifying your route to a financially secure retirement

Business Planning

Helping you to start and exit your business successfully

Pension Planning

Consolidating, lowering charges and improving performance

Protection Planning

Protecting you, your family, your wealth and your legacy

NHS Pensions

Expert understanding and analysis of your position

Client Reviews

Reviews and Ratings for Financial adviser Carl Roberts, Milton-Keynes

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News & Views

Latest investment market commentary, financial planning tips and insights. We publish a new article every week.
Testing Times – Part Two

Testing Times – Part Two

As the situation intensifies with regards to the Coronavirus I thought it right to provide a further update on how stock markets are reacting, what’s happening to your investment portfolios and how we should react.   A reminder of what the stock market is   The stock...

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Awards

It’s a privilege to serve our clients and we’re proud to be recognised for the work we do.
SME Finalist, RP Finalist, Next Generation Advisers, Money Age Award

Memberships

We go above and beyond to maintain the highest standards and professionalism.

Chartered Financial Planner, DAUK, Personal Finance Society

Supporting

We are delighted to help our designated charities in whatever ways we can.

Milton Keynes Hospital Charity

Media

We are proud to feature in…