you

  • You may be wondering when you can afford to retire so you can enjoy the longest holiday of your life.
  • You may want clarity around all the changes to pensions and tax legislation and how this affects you.
  • You may be unsure how much you need to sell your business for to achieve and maintain the lifestyle you want.
  • You may want to remove the hassle of managing your own financial strategy and delegate this to a professional, giving you more time.
  • You may be unsure whether your current adviser is working in your best interests and would value a second opinion.

There may be lots of distractions in your life that just get in the way of addressing your issues. A key part of our role is to make you recognise that life is not a rehearsal and then to create your financial strategy that will help you achieve the things that you want to do before it is too late.

We will provide answers to your big questions, remove any worries or concerns you may have, and through financial planning aim to achieve your lifestyle objectives sooner than anticipated.

Many of our clients are business owners, find out here how we address the specific lifestyle and financial challenges faced by entrepreneurs.

Our client Andrew McKernan, Director and Family Business Owner, came to us when he wanted to check he was on track for his retirement:

“In Andrew Peirson, we found someone who took the time to listen to what we wanted to do. I’m comforted I now have a financial plan in place and know what I need to do to achieve it. I have also appreciated the gentle reminder that life isn’t a dress rehearsal and we have been encouraged to do things that otherwise we may not have done and enjoyed.

Whilst I’ve always believed we would have enough money, it wasn’t until it was all plugged in to the financial forecasting software that I got the reassurance I needed.”