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A number of potential clients, when we meet for the first time, often ask me questions similar to those below:


  • “What’s the best fund to buy?”

  • “Can you get me great returns?”

  • “How can I maximise tax-efficient investments?”

  • “Can you review my pension(s)?”


While these are important questions, the book aims to show that these are probably not the first things you should be thinking about when planning your retirement. Instead, it should be to build an understanding of the cost of your retirement lifestyle and also to establish whether it is achievable given your financial resources.


The book has five chapters, and the first is available via the link below. It deals with building a picture of where you are now, what you are looking to change and, using an example family, will help you to make the first steps towards building your retirement plan.

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