Are you worried that you'll run out of money in retirement?

It may be that you love your job, and will never really stop working, but one day you'll probably want to work less hard and need to make sure you still have money to pay for the nice things in life!

But it can be so hard to know what those old pensions might be worth when you retire, which leaves you unsure whether you need to put anything away for the future or not.

As a business owner, you're responsible for your own retirement planning - and your accountant has told you the tax-advantages of doing so - but how much do you need to put away to get that future you've pictured in your head?

Is it time to take a look at what you have, so that you can move forward? If so, then my Retirement Snapshot Service may be just the thing for you!

Here’s how it works:

 1. Access the online portal & follow the simple 3-step process.

Each step is easy to follow and takes less than 15 minutes to complete. It’ll help me understand exactly what you have in place right now (however big or small) and the income you’ll need for your retirement – so I can create a bespoke plan for you to follow, to fill the gap. Watch the videos, submit each step and you’re done!

2. Get your bespoke Retirement Snapshot Report. I’ll crunch the numbers and do the maths. You’ll then get a personalised report within 7 days (complete with pretty graphs), showing you 3 different outcomes for your retirement and some easy-to-follow next steps.

3. Book your 60 mins Retire Ready 1:1 Session with me.

We’ll then get together on Zoom, to talk through your results. Ask all the things you need to know – you’ll leave feeling super clear about exactly what to do next (and feeling excited for the future!).

All for a total investment of just £350