I know I’m not the only one who has been surprised at how quickly the years (and even decades) have passed. Planning for retirement was a lifetime away - and then suddenly, it’s not.

Whether you’ve been paying into a pension pot since your first job or were relying on someone else to support your future, life changes, and it’s likely the world today doesn’t look as you were expecting it to.

Many women get close to retirement and realise they don’t have as much in the pension pot as they’d like - certainly not for the kind of lifestyle they hope to have. And some people I speak to are happy to push back on the retirement they’d visualised, not wanting to stop work for good, maybe hoping to create a semi-retirement with fulfilling work alongside their family life.

Whatever you want for your future, I can help.

You can trust me

I haven’t always been a financial adviser; in various roles, I’ve focused on supporting the growth and wellbeing of those around me, and I believe that my current role is part of that. Financial wellbeing is incredibly important.

Providing financial advice to those approaching retirement enables my clients to gain confidence and independence. Let’s help you identify your goals and create a plan to achieve them. 

Frequently Asked Questions

Q: What do you actually do?

A: I listen to what you want for your future. Exploring options for investment and budgeting, I’ll create a plan to help you achieve that. My work is all about helping you achieve the future you want.

Q: Am I going to be OK financially?

A: The best thing you can do to protect your future is to look at it now. Having a conversation with someone who understands your situation, your needs, and your priorities is key to putting a plan in place that will work for you.

Q: I feel like I’m not in control of my money. Will financial planning help?

A:  A conversation with a financial planner is a great way to get clarity on your finances, helping you understand where you are and where you want to be - putting you back in control.   

Q: I don’t really understand anything about investing. Isn’t it just gambling?

A: It’s important to find out what kind of protection your investment has and to be comfortable with the level of risk you will take with your investment.  Working with me, you'll be investing in expertly managed funds which are regularly reviewed and adjusted to reflect changes in the market and the performance of the investment.  While there is always the risk that the value of an investment might fall, we’ll talk about how much risk you are comfortable with to ensure you are happy.

Q: I don’t want to keep working like this forever but can’t afford to stop, what options do I have?

A: Well, that will depend on where your finances are now. Let’s look at your current situation and make a plan for the retirement you want.

Q: Is it too late for me?

I doubt it. Let’s look at your current situation and what you’re hoping for in the future; the only way to be sure is to talk.