
Support your clients in planning the retirement they want
Whether they want to travel the world or invest in their loved ones, our independent Wealth Planners can help. They’re untied to any product or provider, including us, which means they’re able to give clear, unbiased guidance to better reach your clients long-term financial goals.
You and your client will receive advice on suitable retirement options, how to best structure pensions and make a retirement plan, and also how to make the most of tax allowances and savings. Together, we’ll set them up for a more comfortable later life.
How we can help
If your client would like support with planning for retirement, our range of services has everything they'd need to move towards a more fulfilling future.

Wealth planning
We can help your clients feel more confident in their future, as our experts bring clarity to their finances.
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Retirement planning
Helping your client to have confidence in their retirement plans with our specialist service.
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Investment management
Ensure your client's money is working as hard as it can with our investment management service.
Learn moreCommon questions on retirement planning
The sooner you start planning for retirement, the more time you’ll have to check you’re on track, make adjustments, and potentially grow your savings. But, if you haven’t started yet, don’t worry. Our Wealth Planners work with people at all stages of their retirement journey. They’ll review your current circumstances and investments, and build a comprehensive plan to help maximise your retirement income.
Often, those with a high income can have slightly more complex financial needs. A Wealth Planner can help review your assets, retirement options, and the best way to drawdown and access your pension – depending on your personal circumstances, tax situation, and income. They’ll also look at ways to structure your investments for long-term growth, to increase the chances of achieving your desired lifestyle.
Everybody is different, depending on their lifestyle, circumstances and ambitions. A Wealth Planner can also use cash flow modelling to build a much more detailed projection. This will help you visualise your income and show how your money will last based on different factors, such as inflation, investment returns or certain life events. From there, we can spot any opportunities to optimise your income.