Live the Retirement You Deserve
Without Fear, Guesswork or Regret
Secure the future you’ve worked so hard for – with absolute clarity, confidence and control
For Professionals and Families Who Want to Make the Most of Life After Work
You’ve spent decades building your career, growing your assets, and providing for your family. But now, with retirement on the horizon—or already here—you’re left asking: What now?
- Do I really have enough to retire?
- Will I outlive my money—or die with too much?
- Are my pensions and investments working for me?
- How do I know I won’t become a burden on my family?
If you’re like many of our clients, you’ve tried to make sense of it on your own. You’ve scanned articles, downloaded spreadsheets, maybe even met with an advisor. But despite the effort, the big questions still linger. And the stakes are simply too high to guess.
Why So Many Are Still in the Dark – Even With Advisors
The real challenge isn’t a lack of financial products or advice. It’s clarity.
Most people “don’t know their number” — the amount of money they truly need to live the life they want without running out too soon or leaving too much behind.
They’re overwhelmed by information, unsure about market risks, juggling scattered pensions, and confused by ever-changing legislation. Worse still, many have had bad experiences with financial advisors who overpromised and underdelivered.
So, they delay. Or they do what they’ve always done. And in doing so, they risk missing out on the very life they’ve been working for.
The Solution: A Holistic, Values-Aligned Approach to Retirement Planning
Forget vague projections and rigid financial products. True peace of mind comes from knowing your number — and having a clear, tailored plan to get there.
Our approach centres around three foundational principles:
- Know Your Number
We help you calculate exactly how much you need – not just to survive, but to thrive. This includes segmenting your retirement into go-go, slow-go and no-go years, giving you the confidence to enjoy the journey without financial anxiety. - Avoid Both Extremes – Too Little or Too Much
Having too much at the end can be just as damaging as not having enough. Regret, missed experiences, and unused resources are common outcomes. We help you find your balance — so you can make memories, support loved ones, and contribute meaningfully, while you’re still healthy and active. - Plan for Real-World Variability
Market volatility, economic shifts, legislation changes — we factor it all in. Using sophisticated models (not just spreadsheets), we map potential scenarios and stress test your plan. This means you can make better decisions today, and adapt with confidence tomorrow.
Introducing: TheWealthPoint Method
We’ve developed a strategic framework that empowers affluent individuals and families to retire with clarity and purpose. Our service isn’t about pushing products — it’s about providing tailored, ongoing financial guidance rooted in real understanding.
- Bespoke financial modelling – not just one scenario, but a range of outcomes.
- Ongoing communication – we stay proactive, not reactive.
- Aligned with your dreams – from helping your children to giving back to society, your plan will reflect what matters most to you.
Most importantly, our clients finally feel confident that they’re on the right path — financially and personally.
Case Studies
At The Wealth Point, we believe that behind every portfolio is a person with unique dreams, challenges, and aspirations. The following case studies highlight the real-life journeys of our clients – from navigating complex business exits to planning for a secure, multi-generational legacy. While names and details have been changed to protect privacy, these stories illustrate how our personalised strategies translate into tangible peace of mind and financial freedom.
After Selling My Business, I Had Money but No Clarity
Introduction Robert, a 58-year-old business owner, had just sold his engineering firm for ÂŁ2.3 million. With no employer pension and no clear plan, he was unsure what came next—or whether the money would last. Before After Conclusion Robert moved […]
I Had the Wrong Retirement Plan – Based on the Wrong Assumptions
Introduction Caroline, a 60-year-old solicitor, had built a healthy portfolio over her 30-year career. Her existing adviser assumed steady 6-7% returns and told her she could “just about” afford to retire. Before After Conclusion Caroline retired[…]
I Was a Doctor with Five Pensions and No Plan
Introduction Dr. Amina Hussain, 64, was an NHS consultant approaching retirement. She had multiple defined benefit and defined contribution pensions, alongside private investments, but no idea how they all fitted together. Before After Conclusion Ami[…]
It’s Time to Start Living
Not Guessing
You’ve done the hard part — you built the wealth. Now it’s time to make it work for you.
Book your complimentary discovery call today, and we’ll prepare a Retirement Confidence Report — tailored to your current situation and goals.
No jargon. No hard sells. Just clear, professional guidance to help you live the retirement you’ve earned.