For your retirement Income
designed by a highly successful financial adviser
simple enough to do yourself
comprehensive enough to let you sleep at night
SO YOU DON’T RUN OUT OF MONEY
Over a thousand face to face meetings helped create this Income Planner
Created by an Independent Financial Adviser, written and designed for personal clients. This evolving calculator has been the most valued and effective client planning tool for over fifteen years.
One day you might wake up and say:
“I don’t want to work any more”
Be ready for that.
The planning calculators
A fast and simple projection with minimal input, it should take you just a few minutes
You’re an individual, or a couple who prefer to have separate plans
You’re a couple and you want to combine your retirement plans
Some of these sections are still under construction
Helping you navigate retirement
What you earn in 40 years must pay for 30 years spending in retirement
The size of the gap is different for everyone and you may not need to retire on 100% of your income.
The important thing is not to underestimate the size of this gap.
Try to live at least 15% below your income and invest the savings.
To check your State Pension Forecast,
follow this link to UK Government website