RETIREMENT FOCUSED FINANCIAL PLANNING IN OXFORD
RETIREMENT FOCUSED FINANCIAL PLANNING IN OXFORD
Have I got enough to retire and live the life I want?
I help people in their 50s and beyond bring everything together, understand what's possible and build a financial plan for the life they actually want to live.
Retirement isn't just a financial decision
You may have several pensions, investments and savings. You might have done all the sensible things. But as retirement gets closer, the questions change.
Have I got enough?
When can I afford to stop working?
How much can I safely spend?
Could I work less before I retire completely?
What happens if markets fall?
Will my money last for the rest of my life?
What do I actually want retirement to look like?
Health. Wealth. Happiness.
A good retirement needs more than money. These three things work together.
Health
Wealth
Happiness
Having the health and energy to enjoy the time you've worked so hard to create.
Having enough financial security to give you choices, flexibility and confidence.
Knowing what you want to do with that freedom once you've created it.
How I can help
Practical, personal advice for the next chapter of your life.
Retirement Planning
Understand when you can afford to retire, how much you might need and what your retirement could look like
Pensions & Investments
Bring together the pensions and investments you've accumulated over the years and make sure they're working for your future
Retirement Income
Create a strategy for turning your wealth into an income that can support you throughout retirement
Lifestyle financial planning
Use cash-flow modelling to see how decisions today could affect your finances over the next 10, 20 or 30 years.
Hi, I'm Tony.
I've spent more than 30 years working in financial services and helping people make decisions about their money. Today, I specialise in working with people approaching retirement.
I'm an Independent Financial Adviser, but I see my role as being about much more than recommending pensions and investments. I help people answer some of the bigger questions about money, work and life.