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About to retire

Your future, all mapped out

Deciding to retire will be an emotional moment in your life. Now that you’ve made that choice, you face another challenge: making sure your wealth will last. Fortunately, help is at hand if you’re willing to take it.

When you work with us, you get direct access to Harry Morgan, our founder and Chartered financial planner. With his expert guidance, you’ll gain a clearer understanding of what you have and what you need. And thanks to Harry’s collaborative approach, you’ll never feel lectured to, only reassured that you’re building a better future for yourself and your loved ones.

Your worries, taken care of

Have I got enough money to last?

Anyone can type numbers into a spreadsheet and get a rough idea about their wealth. But it takes an expert eye to decipher those figures in depth. Become our client, and you’ll get a cashflow model of your financial future, and stress-testing of your strategy so you understand what to do if things don’t go according to plan.

Are my tax affairs efficient?

Don’t let a lifetime of hard work be for nothing by surrendering more than necessary to the taxman. With Harry’s help, you’ll structure your finances with ISAs and pensions, so you can continue to grow your wealth safely, sustainably, and without sacrificing too much.

Should I combine all my pensions?

There are huge advantages to consolidating any pensions you’ve built up throughout your working life, but there are plenty of pitfalls to consider first. As an experienced financial planner and retirement specialist, our founder, Harry, can help you avoid making any costly mistakes.

The Financial Conduct Authority does not regulate some aspects Tax Planning.
The Financial Conduct Authority does not regulate Cashflow Planning.

Six steps to success

As our client, you’ll follow the simple process outlined here. Follow the links below to discover what each stage involves.
Discovery
Fact-find
Masterplan
Research
Implementation
Review
How it works

Contact us

Ready to begin? Fill in this short form and we’ll get straight back to you to discuss your query.

    Retire By Design Limited is registered in England and Wales: 15389165. Registered office: Mocatta House, Trafalgar Place, Brighton, BN1 4DU.

    Retire By Design Limited is an Appointed Representative of ValidPath Limited (FCA No. 197107), which is authorised and regulated by the Financial Conduct Authority.

    The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.