We wish there was another word for retirement – after all, it means different things to different people.

Yes, you might be giving up work to travel the world or get in a few more rounds of golf, but equally, you might want to keep on working – or even start a new business! There are no hard and fast rules, it’s your call. Whatever it is you want to do, we’ll help you plan for it – you may even be able to do it sooner than you think.

If you’re running a business, it often helps to have someone ‘on the outside’ to chat over the big decisions with – if only to help you understand what the long-term implications might be.

Working alongside your accountant, lawyer or other advisers, we can help you make the right moves at the right time. And we might also be able to save you money by showing you the most tax-efficient ways to take income or capital out of your business.

Do you want to know the secret of investing? Actually, we believe there is no secret – you just need to bear in mind that investing for the long term is very different from saving for the short term.

Investments are complicated, but we keep it simple and base our processes on some very straightforward, evidence-based principles that we believe all investors should use. We’d love to tell you more when we meet up.

"Someone is sitting in the shade today because someone planted a tree a long time ago."

Warren Buffet.