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Retirement Planning & Later Life Advice Specialists

If you’re reading this then you may well have a financial problem – for example finding out whether you can afford to retire early, or how to increase your income in retirement. These are financial questions that you need someone to solve.

That “someone” is a Financial Planner.

In brief, a Financial Planner will identify your financial problems, challenges and objectives – and then formulate the best way of achieving those objectives.

However, with so many firms offering Financial Planning advice, who do you choose to act for you?

On our “About” page, you will see the reasons why I think we should be on your shortlist.

I would also encourage you to view the “What our Clients Say” page.

If you then want to get in touch, you can do so by completing the enquiry form on the “Contact Us” page.

Alternatively, please feel free to telephone us on 01872 262638 if you want to talk through your financial issue – we can then, if required, arrange an initial meeting which we offer free of charge and without obligation.

I look forward to hearing from you.

Andrew Dawson FPFS

Chartered Financial Planner & Independent Financial Adviser

“Chartered Status is the profession’s gold standard for Financial Planners. You can trust Chartered Financial Planners… to be highly qualified, reputable, and capable of providing you with quality advice with the utmost integrity” The Personal Finance Society

“The Golden Rule – If you’re using an adviser, always, always, always ensure it is an Independent Financial Adviser (IFA).” Martyn Lewis –