You’re making changes

It’s no surprise that significant life events such as retirement, divorce, a change of career, return to work after a career break, or your children flying the nest trigger some big emotions. Transitions are often characterised by a sense of loss, or anxiety about what the future holds. But with the right support, they can become the perfect time to re-evaluate what you want to get out of life and how you’re going to get there.

When clients are going through significant life changes, they often ask us questions such as:

  • What do I need to know about how my life and finances are going to change?
  • How much money will I need to be able to live comfortably?
  • Do I have enough?
  • Am I going to be ok?
  • Am I making the right decisions with my money?
  • What age can I afford to retire?

If you are asking yourself the same kind of questions, we may be able to help you.

How we help

  • An all-round review of your present finances and the ways they might change
  • A plan that takes into account the turn your life is taking and that helps you rebuild
  • Expert advice on pensions in divorce or help with a financial settlement
  • Numbers that help you understand what level of spending is appropriate going forward
  • ‘Permission’ to make radical changes
  • Learning and confidence-building around financial matters that you might not have previously engaged with
  • Guidance on the types of investing available (for example, investing in a socially responsible way)

Supporting you through change

The only certainty in life is change. Find out how we help our clients navigate the emotional, practical and financial challenges change can bring.


Find out more

Your journey

So how does it work? Find out how we take you from initial conversation to successfully achieving your goals.


Our approach