“Retirement Planning & Investment Specialists”

Are you looking forward to retirement; or already enjoying it? Do you have goals, ambitions and an active, fulfilling life that you want to lead?

But are you concerned that you may not be making the most of your pensions, savings and investments; money that you (will) rely on to fund your lifestyle?

Perhaps other issues such as making gifts to family, tax mitigation and potential future care costs also need to be considered?

QED help a limited number of private clients and their families make smart decisions about money. In particular, when it comes to managing their financial affairs in preparation for and during retirement.

We provide clear explanations and expert, award-winning guidance based on over 30 years’ experience. Our advice and support will leave you feeling relaxed and in control of your financial future.

By introducing a structured framework for making decisions, formalised within a bespoke Wealth Management Plan, we will show you how you can achieve your most important goals and make the most out of your savings.

Using cash flow software, we can assess the likelihood of you being able to maintain your desired lifestyle for life. And test the robustness of your finances should markets fall, or life become more expensive e.g. due to care costs.

This website and our brochure will explain more about what you can expect as a QED client.

If you would like a coffee and a chat — without obligation and at our expense — please call Darren Baker on: 0800 6122835, or email: darren@qedwm.com

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Honest straight talking is what I was looking for and was fortunate to meet Darren Baker.

He spends the time and effort to really explain things. He keeps me informed in an easy to understand way. It is honestly quite refreshing to meet somebody like Darren who has a total grasp of your situation and genuinely does whatever necessary for your best interests.