About to retire

Let's plan the next stage

For a new, exciting chapter

The idea of retirement is changing.  For many, rather than a date fixed by a particular birthday (or dictated by your pension scheme), it’s now something that can be controlled by you. Your own financial Independence Day.

During this transition, many are faced with the decision of whether to keep working, or start a whole new chapter. It’s a big choice, but it’s a liberating one – and it’s one we’re here to support with.

We’ll work with you to gain a picture of what your ideal day, week and month looks like. We’ll then explore the options available to you, and build a plan that will support you in your chosen course – so that whatever this next stage holds, you can enter it with confidence.

How we help

Ensure you’ll have ‘enough’

One of the most immediate worries people have is whether they’ll have enough money for their retirement years. We’ll work out exactly how much you’ll need for your chosen lifestyle, so you won’t be afraid of running out (or ending up having too much).

Explore the ‘what ifs’

Cash flow modelling can help us to bring your different ‘what if’ scenarios to life. We’ll forecast each potential financial future available to you, so that you can make an informed decision about which path to take.

Determine what matters

We’ll tap into what really matters to you, both now and in the future. It may be that you’re ready to take on that passion project, or would like to be able to help your children or grandchildren financially. Pinpointing these desires is the key to enabling them.

Peace of mind

Whatever this stage of life means for you, we aim to provide you with the reassurance that things will be ok. We’ll help remove that worry about your financial situation, so you can be confident going forward and enjoy the life ahead of you.

What our clients think

We’re passionate about providing people with a truly personal service that brings about transformative results. But don’t just take our word for it – hear from some of our clients about what working together has done for their lives.

Reviews and Ratings for Financial adviser Chris Weetman, Warrington

Corinne Edwards

Client since: 2010

David Cook

Client since: 2018

Eugene and Margaret Boyle

Client since: 2016

Don’t cry because it’s over, smile because it happened.

Dr Seuss

The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK.

Otus Financial Planning is a trading style of Otus Financial Ltd which is authorised and regulated by the Financial Conduct Authority.

Otus Financial Ltd. registered in England and Wales company registration number 7540565.

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