Pre Retirement

You are often balancing enjoying life, with paying the mortgage and saving for the future. Your aim is to build wealth while you can.

Post Retirement

You want to draw an income in the most tax efficient way. Ensuring that you can enjoy your retirement and don't want to run out of money.

Paying for Care

You or a family member need to pay for care. You want to know what options are available and how best to use existing capital to ensure it doesn't run out.

Estate Planning

You want to ensure that you can leave a legacy to pass on to your beneficiaries, paying as little inheritance tax as possible.

Company Directors & Business Owners

You want to ensure that all your hard work pays off and provides long term benefits. You'd like to draw profit without paying too much tax.


With life being turned upside down you need clarity and someone with a level head to ensure that you get the best deal and consider all the options.

Savvy Financial Planning, Hinton Business Park, Tarrant Hinton, Blandford Forum, Dorset, DT11 8JF