Skip to main content
Plan your retirement
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.
Winner of Wealth Planning Firm at the eprivateclient excellence awards
A Chartered Firm of Financial Planners
A VouchedFor top rated firm in 2020 & 2021
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.
Tax benefits of a SIPP
A Self Invested Personal Pension offers far greater freedom in investment choices.
Pension arrangements following death
Pension benefits will vary depending on the scheme. Know where you stand.
Meet our expert team
People blocks
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.