chartered-image

About to retire

If you’re over 55, you’re probably thinking more seriously about retirement.

Whether you’re approaching the milestone cautiously or sprinting to the finish line, it’s crucial that you use this time carefully. The financial decisions you make now will impact the things you can achieve and enjoy for the rest of your life.

You likely have multiple pensions, savings and investments in place, and you’ve worked hard over the years to grow your wealth. Nevertheless, it’s completely normal to feel unsure about what retirement will actually look like. How much will your pensions provide? Is that enough to achieve your goals? Will you be able to maintain your current lifestyle?

We want to help you eradicate any stress and anxiety that you might be feeling when it comes to your imminent retirement.

We will help you to:

Establish the things you want to achieve

Both the big, lifelong goals and the general lifestyle aspects of retirement.

Understand what you have

We’ll analyse your existing savings, pensions and investments to give you a good idea of what you can expect in retirement.

Make the most of what you have

We’ll recommend effective changes to your financial arrangements that will help ensure your wealth is best placed for your needs.

Picture the future

We’ll use cashflow modelling to help you visualise the future and create a thorough plan that will give you a step-by-step guide to achieving your goals.

Stay on the right track

We’ll work with you as you move towards your goals and help to keep you on track should your needs or circumstances change.

What our clients say

The people we help are at the heart of what we do. Here are some of their testimonials.

I knew I needed to begin saving and planning for the future but didn’t know where to start. Stratton helped me to understand my finances and put together a savings plan that is affordable and works for me. I now have and an ISA and a pension, and whilst retirement is many years away, I have the peace of mind that I am saving for my future. I look forward to working with them for many years to come.

Martin Corrigan -

A client since 2016

I have been impressed with the advice and service provided by Stratton Wealth Management and have always found Darius to be approachable, dependable and highly professional in his approach. It is reassuring to be able to have such a high level of confidence and trust when it comes to financial advice.

Russell Jones -

A client since 2018

Many thanks indeed for your in depth report for my client Mrs H – it is most thorough and above all readable. This might sound particularly strange; however you may well gather that in my profession we see many such reports, and I often feel that if the adviser fills it with charts and graphs it evidences a level of research. In truth most of what is produced is readily obtainable from the internet.

I would like to thank you (and your organisation) for your prompt and professional attention to my requirements on behalf of my client. As a practice we shall definitely be putting Stratton Wealth Management on our “preferred supplier list".

Colin Dunstall, Donaldson Dunstall Solicitors -

A client since 2015

I would highly recommend Darius and John. I’ve used a financial adviser previously and could never get in contact with them when I needed their help. Stratton Wealth Management have been excellent from the start. They are always available to talk, and they also don’t talk in financial jargon!

Dave Rigby -

A client since 2015

Having recently transferred my financial management to Stratton Wealth Management, I have been extremely impressed with the highly professional service I have received. I feel I have been fully involved in all decision making, and the company's highly skilled advisers have shown commitment and patience in any dealings I have had with them. I have also always found them to be easily accessible for any discussion I may require.

Denise Thornton -

A client since 2019

As a business owner and father of four children, finances are usually the last thing we think about. Stratton oversees and manages our finances, both in terms of advice for my business and our personal investments. It is comforting to know that our retirement, investment and life insurance planning has been taken care of. Darius and John are always so efficient in dealing with our affairs. As someone with no real understanding of the ins and outs, it has been fantastic to have experts giving us great advice and making sure our best interests are always the top priority.

Lee and Claire Parkinson -

Clients since 2016

Darius deals with my family’s finances and is a very trusted adviser. We meet a number of times a year, but I know I can call him any time if I have any questions. He is proactive, helpful and friendly!

Jonathan Dennis -

A client since 2019

Darius has been our adviser for a number of years, and when he told us he was starting his own firm, we had no hesitation in moving with him. We had a number of areas that we needed help with, including the complexities around an employee share scheme, investments for us and our new child, in addition to our retirement planning. Darius has continually provided us with a first-rate level of service and we would highly recommend Stratton.

Eamon and Holly O’Hara -

Clients since 2017

Contact us

If you’ve got questions or would like to arrange a free initial consultation, please get in touch.

    How would you like to be contacted?*