Clifton Nash
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Group pensions
- Group protection
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Long Term Care
- Long term care
Argentum House, 510 Bristol Business Park, Coldharbour Lane, BRISTOL, BS16 1EJ
We start with you. What do you like doing? How much of it will you want to do in retirement? What other things will you fancy? Travel? Hobbies? Sport? Maybe even a part-time business?
Do you know how much your assets are worth now and when you could retire, based on the lifestyle you want to enjoy?
We use a method called Lifestyle Financial Planning to give you all this information so you can make decisions about how soon you want to stop doing what you do now. We'll even work out your "date".
Our clients like it...
“He has helped us massively and we are now semi-retired at 45 and able to travel to see the world. I don’t think this would have happened without John’s help.”
“Small easy to communicate with team, not some faceless organisation where everything handled by a huge back office. The personal touch in effect.”
“Additionally, and very importantly in a financial advisor, I trust him implicitly.”
“The work with retirement age options and the computer programme which shows every month how it will pan out.”
We help people in their 40's, 50's and 60's work out when they can stop work and start doing something else. We start by finding out how much fun they want to have, then we work out how much their assets are worth.
Next, we run the numbers to see how soon they can stop working. In short: You do the plan - we do the numbers!
We use a methodology called Lifestyle Financial Planning to compute the projections.
Download our free guide to finding out when you can retire. Just paste this link into your browser:
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