Planning for retirement

With our lifestyle planning services, our expertise and our excellent track record, we can help you live how you want to in your retirement.

For the next stage

Planning for retirement is all about giving you the freedom to choose when you retire and matching the income you receive in retirement with your desired lifestyle. But as we see far too often, people do too little too late – making the retirement of their dreams seem far from reach.

We can help to make your ideal retirement achievable. Through tailored financial planning, we will help you build a roadmap to your objectives, whether it is retiring at a certain age, maintaining a particular lifestyle or achieving a certain financial goal.

Preparing for your ideal retirement does not have to be daunting. All you need is a plan – we can take care of the rest.


We help you

Identify your goals

We will help you to focus on what it is you want to achieve. We need to know what your aims are before we help you get there, so we always do a deep dive into what matters most to you in your retirement.

Cashflow modelling

Using smart forecasting tools, we can build a picture of where you are now versus where you’d like to be in the future. We can model different scenarios and effectively predict how and when you will achieve your goals.

Create a plan

Based on what we’ve learned, we will build a bespoke financial plan with a clear roadmap for achieving your objectives over time. We will also make sure to monitor it regularly so that you’re always on the right track.

Your financial partner

We are here to act as your trusted financial partner on your journey. Think of us as your critical friend, using our knowledge and experience to help you be who you want to be – now and in the years ahead.


Clients' stories

Don’t just take our word for it. Hear how we’ve made an impact on the lives of other people like you.

Janet & Peter

HarperLees have given us the confidence to retire and live a comfortable lifestyle.