Skip to main content
Arrange your free £500 cash flow forecast consultation
What we do for you
When can I afford to retire? Have the markets played havoc with my retirement plans?
If you have pensions, investments and savings totalling £100,000 or more, you could receive a free cash flow forecast up to a value of £500.
We will show you your financial future based on your own personal set of circumstances and what you can realistically achieve.
You’ll see what your life might look like if you simply do nothing with your existing investable assets, and better still, how small changes can make a big difference to your outcome. In some cases, this can mean retiring earlier than you thought.
At TPO, our retirement specialists can map out when you could be financially free to do what you want with the rest of your life.
Our relationship step-by-step
- Discovery – a short phone call to understand if we’re a good fit for each other and to assess whether your asset value matches the criteria.
- Free consultation meeting – a qualified financial adviser will get to know you, your financial goals and produce your free cash flow forecast “do nothing” scenario.
- Tailored plan – a personalised plan which outlines the costs for advice and which aims to give you peace of mind for your financial future.
The value of your investments can fall as well as rise. You may not get back what you invest.
Please note that the Financial Conduct Authority (FCA) do not regulate cash flow planning.
Provide your details below and we’ll be in touch within the next working day.
Why our clients choose us
Our advice is, and always has been fully independent; we work for you, not a product provider, meaning we are always ‘on your side of the table’. We’ve received many wealth management and financial adviser awards which validate the excellent service we provide to our clients.
Finalist 'Chartered Financial Planning Firm of the Year 2023/24’ at the PFS Personal Finance Awards 2023/4
Citywire New Model Adviser Top 100 UK Financial Advice Firm 2023
FT Adviser Top 100 Financial Advisers Award
Specialist pension services
Retirement planning can be complex. Our pension and retirement specialists can work with you to understand your individual requirements helping you to achieve your goals and secure your financial future.
Pensions & divorce
Unexpected life events such as divorce can throw your financial plans into disarray. Getting independent financial advice early on in the process is recommended.
Tax benefits of a SIPP
A Self Invested Personal Pension offers greater freedom in investment choices, but this also brings the responsibility of deciding how and where your money is invested.
Pension arrangements after death
Pension benefits will vary depending on the scheme. Know where you stand.
Meet our expert team
Copy of Template - People block - list (6.06)
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.
Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.