Independent Financial Advisors Epsom
Specialising in retirement advice
This we believe
Retirement (or financial independence as we call it) is a major transition, both emotionally and financially.
Our job is to take away the stress and anxiety, leaving you to spend this time enjoying the best life possible, not worrying about pension rules, the markets, tax and sustainability of capital/income.
We provide the key to unlock the WHEN, WHY and HOW to secure the best retirement possible.
– Ray Martin, Financial Advisor, Epsom
Ok, but “what can you we do for me?” we are often asked. In the feedback below you find verified stories of people in a similar situation to you. Their challenges and concerns may be of interest, and more importantly how we helped.
Our Ratings from the “tripadvisor” of financial advice – VouchedFor
VouchedFor is an independent ratings firm and all reviews are verified. The information below shows how many clients gave us maximum marks of 5 out 5 stars. To view for yourself google “Ray Martin VouchedFor Epsom”
Lifestyle Financial Planning
Why you need better protection Changes to pension rules have opened up a lot of welcome opportunities for those approaching…
For many years, the widely-held view has been that clients approaching retirement should reduce their investment risk. In the days…
Ten Questions to ask With dozens of qualified advisers operating in Surrey, finding the right IFA can be tough. You…