Retirement
Retirement is a reminder that life is not a rehearsal. Before you know it, your years of climbing the career ladder are nearing the end, and the curtain has almost closed on that chapter in your life. You’ve realised that time passes in the blink of an eye. You still have goals to achieve and milestones to reach before it’s too late.
Your success is our success, and your financial freedom is our main mission. Whether you are still a few years away from retirement or already living in your post-retirement life, we want to help you, and we will support you in every step of your journey.
Establish your goals
One of the benefits of our holistic, lifestyle financial planning approach is that we will help you understand how much is enough to live the retirement you have always dreamed of. Your goals are just as important to us as they are to you, and we want to ensure that you live your desired lifestyle without the fear of running out of money.
Once we establish your goals and how much is “enough”, we work backwards to calculate the risk you need to take to achieve your desired lifestyle. We will assess your risk far more comprehensively than a traditional financial adviser.
Provide financial confidence
We don’t start our relationship with you by discussing one-off transactions or focusing on products. We hone in on your lifestyle and establish the level of income you need to support it during retirement.
Although we will look at all your assets, including pensions, investments, buy-to-let properties, and other potential income sources, ultimately, we will provide you with the reassurance to know whether what you have right now is enough.
A personal service
From the moment we make our first introductions, we treat you like the individual you are. Each plan we create is comprehensive and personalised, focusing on solutions that fit your current situation and future lifestyle.
Everyone’s version of “enough” is different. People don’t begin in the same place, and we certainly don’t follow the same journey. That’s why it’s so important for us to focus on your ideal retirement, not someone else’s vision.
What our clients say
“Adrian ensures that my pension pot is always in the best place with quarterly updates. He looks at lifetime goals and how to achieve them.
He always gives the best advice with his thorough background knowledge and experience, and I know that I can really trust his advice for the future as I know from experience that he is working out the best results for me.”
“I have worked with Adrian for more than 20 years and am always impressed by his commitment to quality and innovation. He looks after my family finance and I have recommended him to others, all with glowing reports. I have also used him for advice and work on charity work, again with great results.”
"Adrian helped us by providing professional advice and a portfolio to suit our needs."
"Adrian helped give me confidence in financial decisions about retirement and investment so that I can make better decisions and enjoy my retirement."
"Adrian was understanding. The advice and recommendations he offered were clear and straightforward and I am now very pleased I chose Dukes IFA to look after my funds. He was just a phone call away for any help I needed. There were no pushy sales tactics and now, due to his ‘hands on’ management, my savings have grown substantially year on year."
"Adrian was thorough and insightful in his assessment of my financial position and the future financial needs. I valued his expertise to thoroughly assess the details of my finances. Adrian has always kept me informed about my investments with any changes that have occurred at all times and has always been available to talk to when I have needed help in understanding financial situations."
Contact us
For a no-obligation consultation, just leave us a message and we’ll be in touch to arrange a chat.
