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Retirement & Pensions Testimonials

Planning and saving for our retirement is becoming one of the biggest challenges of modern life, with life expectancy increasing and state pension provisions dwindling.

It is becoming apparent that the majority of us will require a significant nest egg in order to live comfortably in retirement.
Having said all of this, many of us still do not contribute enough into our pensions or in some extreme circumstances nothing at all!  We can help.

Even those with pensions often do not really understand the mecahnics and they certainly don't realise just how much it can be costing to have their pension managed each year.  Let us help you uncover some of the mystery and set you on the right path.  

  • If planned for effectively, retirement can feel like the longest holiday of your life, however if you don’t  it can quickly feel like your longest period of unemployment.
  • We can help you prepare for your retirement whether you are in your early twenties or late fifties.
  • We shall work closely with you to understand your post-retirement goals.
  • We can offer retirement solutions specific to the age you wish to retire and the flexibility of income you will require.

With so much to consider we can assess your options and help you make the right decisions.

For more information, or to arrange an appointment, call 01246 560570 or email

It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.

I thought if you achieved all you said you could you would be doing really well!

We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.

Very well done. Keep it up.

You have two very satisfied clients.



Mr & Mrs H, Nottingham

I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.

My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…

Mr F

We’re really grateful for the work you did for us. 10 out of 10!

Mr & Mrs S, Bridlington

Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.

Mr & Mrs D, Mansfield

Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.

Mr W, Nottinghamshire

Talk to our team