Your later life planning specialists
We’re a small independent financial advice firm, focused on helping retirees in later life. If you'd like a relaxed chat about how to manage your money in retirement, then we are always on hand to deliver it the good old-fashioned way - face to face.
We are here to assist you with retirement planning, investments, long-term care planning and estate planning, which includes everything from inheritance tax advice to probate and estate administration.
We have created a bespoke offering meaning you don’t need to speak to multiple companies to organise your affairs. We can offer you a ‘one-stop shop’ for all of your later life planning needs.
Home visits available in Thornbury and Chipping Sodbury area
Tel: 0117 3636 212
We offer a personal independent financial planning service, answering your questions, including "How much is enough?". As a responsible business Simon focusses on small and micro business owners in Chipping Sodbury and surrounding areas, who care about their family and their future.
Financial planning is really quite simple – “spend less than you earn”. However, life is complicated as we like to change jobs, homes, start a family, care for the young and the old. This is where savings (in the form of cash, investments and pensions), mortgages and protection plans become useful.
Retirement planning forms a part of Financial Planning, with a specific focus on retirement and pensions, but also any other resources you may have. A lifetime cashflow plan helps you understand the future outlook for your finances and may demonstrate that you can retire earlier than you first thought.
The key to estate planning is to understand the full value of your estate, the nature of those assets on death and how you would like the proceeds divided between your loved ones, wider family, friends and charity.
The value of pensions and investments can fall as well as rise. You can get back less than you invested.
5 Loveridge Court, Frampton Cotterell BS36 2NX
Tel: 0117 230 5077
Mobile service across South Gloucestershire
Tel: 07557 980473
86 Broad Street, Chipping Sodbury BS37 6AG
Tel: 01454 851589
Tel: 07973 194899
5 Badminton Court, Station Road, Yate BS37 5HZ
Tel: 01454 540 500
Vayre House, Hatters Lane, Chipping Sodbury BS37 6AA
Tel: 01454 321511
Hope House, 87 High Street, Wickwar, Wotton-under-Edge GL12 8NP
Tel: 01454 299070
Tel: 07875 387367
Jasmine House, Horton Road, Horton BS37 6QH
Tel: 01454 318339
Tel: 07931 890243
7 Horse Street, Chipping Sodbury BS37 6DA
Tel: 0117 930 7393
The Old Garden, New Mills Lane, Hillesley GL12 7RR
Tel: 01453 557175
Covering Thornbury, Yate and Chipping Sodbury
Tel: 0117 452 0330
6 Jobbins Close, Chipping Sodbury BS37 6ER
Tel: 0786 804 1495
Tel: 0789 464 6181
I will be open usual office hours 9am-5pm Monday to Friday. Meetings in person or via zoom by appointment only. I can be contacted by phone or email.
First Floor, 7 High Street, Chipping Sodbury BS37 6BA
Tel: 01454 501600
The Gables, Badminton Road, Old Sodbury BS37 6LR
Tel: 01454 400040
Tel: 077884 16432