Your RetirementPlanning

Retirement is a profoundly personal stage of life, and our joined-up services are designed to ensure you can secure the best retirement possible for you, your family, and your legacy.

A happy retirement is about creating shared moments and memories with those closest to you: your family and friends.


Retirement planning is a broad idea encompassing several critical financial areas. As your advisers, it will be our job to use our extensive resources and experience to help you secure the retirement you deserve.


Securing your future

When securing your future, we aren’t just talking about financial security (although that is extremely important). In addition to optimising your retirement lifestyle and cash flow, we use our joined-up expertise to guide you through other key issues like tax, estate planning and protection.

We want to get to know you: your aspirations and unique story told through decades of hard work. We will incorporate your family values, your attitude to risk, and your ideal image of retirement lifestyle into a unique retirement planning package.

The Shorts client journey

It’s never too early to plan for retirement.

You may be planning an imminent retirement or in the peak years of your career and only starting to consider your life after work. Either way, it is never too early to plan for a happy, healthy retirement.

We recommend beginning as early as possible by putting in place a plan to meet your primary and long-term goals, getting your pensions, investments and general affairs in order, and providing a protective safety net against the unexpected.

Pre-retirement Planning

We will help you optimise your savings, minimise debt, and ensure a smooth transition into retirement, with your financial well-being safeguarded years in advance. Positive pre-retirement planning leads to a comfortable retirement without financial stress.

Post-retirement Planning

Your financial interests will continue after your career comes to an end. Our post-retirement planning services will help you manage your investments and budget effectively, maintain a sustainable income, and maintain financial independence for life.

We will help you ensure your retirement cash flow can support your aspirations for a stress-free retirement full of activities, adventures, and memorable moments.


The Financial Conduct Authority does not regulate tax and estate planning, cashflow modelling or will-writing.

If you would like to book a consultation with our team of qualified independent financial advisers, get in touch today using the form below.

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