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Already retired

An end to uncertainty

Whether you stopped working recently or years ago, you’ll hopefully have tried to squeeze as much enjoyment as possible into the spare time you now find yourself with. But if you still lie awake at night wondering how much longer you can afford to keep the good times rolling, there’s an easy fix.

Speak to us, and you’ll get the clarity you seek about your later-life finances, and more besides. The clue’s in the name: we help people just like you design their ideal retirement. And with Chartered financial planner Harry at the helm, rest assured you’re in the safest of hands.

Your worries, taken care of

Will my kids pay inheritance tax?

Sooner or later, every retiree starts to think about what assets they’ll leave behind for their loved ones. Inheritance Tax rules are complicated, which is why you need an experienced specialist like Harry to help you navigate them. Together, you’ll devise a strategy that keeps more of your wealth in the family.

What if I run out of money too soon?

Cashflow modelling, an important part of any half-decent financial plan, reveals exactly what you have and how long it’s likely to last. As our client, you’ll have access to specialist software that provides clarity about your future, and expert advice on growing and protecting your money for the years ahead.

Is my money invested correctly?

Financial planning is about safeguarding your wealth while ensuring it reaches the right level of growth for your particular goals and ambitions. If you aren’t confident your current arrangements will deliver this, let us help you design a personalised plan that balances risk and return in a way you’ll be delighted with.

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.