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Core values

Doing better, for you

When you’re seeking third-party help with something as important as your finances, you need to choose people who share the same morals and beliefs as you.

The core values shared on this page drive everything we do at Retire By Design. If they ring true with you, get in touch today and let’s start mapping out your ideal financial future together.

Organisation

Feeling that your finances are in good order helps reduce financial stress and uncertainty. Your current finances might be a collection of old pensions, savings, and investments that likely don’t align with your goals, dreams, and aspirations. Let us help you experience the peace of mind of knowing that your assets are organised in a way that maximises your financial success.

Organisation

We help bring order to our clients’ financial lives.

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Proactivity

Have you ever felt that life’s big events are rushing towards you and you’re preparing at the last minute? We get to know your financial position, with a particular focus on imminent financial and life transitions. Your goals are what you want to happen, while financial transitions are what happens anyway, so it’s better to spend time preparing instead of repairing. We help clients map out how to manage their finances to ensure they are well prepared for the future.

Proactivity

We help clients be better prepared for life’s financial transitions.

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Objectivity

Blind spots are called this for a reason, and we all have them. Getting sound advice from a third party that understands you and your financial situation is incredibly helpful. It can help confirm the suitability of your choices, or provide a timely reminder of how a money decision might impact your progress towards your stated goals. If you’re prone to overthinking financial decisions, or have anxiety over how your choices might affect other aspects of your finances, let us share the burden.

Objectivity

We provide a second opinion and sounding board for your financial decisions.

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Accountability

Do you ever realise that you were supposed to do something important but then life got in the way, and you never took any action? It’s well documented that being held accountable to actions significantly improves your likelihood of following through with them. Being regularly reminded of why you chose to implement a specific plan to reach your cherished goals helps give you a much greater chance of success than relying on doing so without help. If you want to maximise your probability of reaching your financial goals, we can act as your accountability partner.

Accountability

We help you follow through on your financial commitments.

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Education

The financial services industry specialises in churning out reams and reams of confusing paperwork, unfamiliar jargon, and ever-changing legislation. Our aim is to help clients better understand their own financial planning and cut through the noise. We believe that clients who are educated into why things work the way they do, and what their options are, can make better choices about their own financial planning. This involves finding out from our clients what they want to know and providing personalised guidance and explanations, free from confusing terminology.

Education

We help our clients make better informed financial choices.

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Partnership

We want to work in partnership with our clients, because plans should be co-created collaboratively. We take time to speak with you and find out what’s important, discuss your options, and help you understand how your actions will affect your financial outcomes. When we make recommendations, these are based on mutually agreed goals, objectives, and priorities. We’ll work in harmony with you to create a wonderful financial future. Wouldn’t you feel better knowing that you had someone on your team committed to helping you improve your financial future?

Partnership

We embrace collaborative working to help you achieve your goals.

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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.