Retirees now have 101 ways to access their money at retirement. Well, perhaps not 101, but enough to make things rather daunting if you’re navigating this yourself. We’ll guide you through the best options for you so that you have the flexibility, control and peace of mind to retire the way you want to.
The complexities of the NHS pension scheme mean that without financial advice, health professionals could end up paying more tax than they need to. We’ll help you understand all aspects of your NHS pension and structure your finances tax efficiently. You’ll also be able to plan the retirement you really want, and other financial goals along the way.
We have clients at firms such as Google, Facebook and leading agencies, so we understand the details of your unique employment structure. We can advise you on how best to maximise your employee benefits. And if you don’t fancy reading that 40-page document HR sent you on your company share options, relax. We’ve read it for you.
Say goodbye to bulky paperwork sent through the post, Barnaby Cecil: The App® enables you to sign everything online.
You can then store each file securely with the portal, instead of finding a safe place for it at home.
Our app is a Client Portal that allows you to monitor you investments, from anywhere in the world, 24/7. All of your financial data is held in one secure place, giving you total control over your financial affairs. Digitise your plans and keep everything secure, via Tablet or Mobile.
The App is currently under development (ready November 2020).
The app enables us to exchange sensitive information securely. You’ll also receive alerts when important documents or messages are waiting to be read.
You can also upload important documents with details about your assets, liabilities, property and insurances so that everything can be located in an emergency.
Track your current account balance and monthly spending habits with a secure and read only link to multiple bank accounts.
Only having to log in to one place for everything also helps to reduce the risk of online fraud and your data is always protected – Barnaby Cecil: The App® uses bank level security and encryption. Our mobile app is further protected with your own six-digit pin and registered to your personal device.
An award winning financial planning service that will help you to visualise, design and build your perfect future.
Built by experts, monitored regularly and rebalanced accordingly, Navigate Portfolios allow you to plan with confidence.
The App is a Client Portal that allows you to monitor you investments, from anywhere in the world, 24/7.