Plan. Spend. Live.
Financial planning for over 50s who want to enjoy their money, not worry about it.
Is it enough?
That's the question we hear more than any other.
You've spent decades making sensible decisions. Saving. Paying down the mortgage. Putting the kids first.
Now it's your turn. To travel while you're healthy enough to enjoy it. Help the kids out when they need it. Spend time with the grandkids. Say yes without feeling guilty about every dollar.
You just need to know the numbers stack up and your money will last the distance.
At Bailiwick Financial Planning, we give you the answer.
Clarity
Know where you stand. Picture what's ahead.
Confidence
Make decisions without second-guessing.
Calm
Your finances handled. Your questions answered. The mental load lifted.
Money is the tool. Life is the point.
Bailiwick Financial Planning, is a family-run practice that helps over 50s plan for retirement and make the most of it when they get there.
We don't chase returns or quick wins. Our approach is grounded in sound advice, plain English, and knowing you as a person, not just a portfolio.
We believe financial advice should make your life bigger, not smaller. Clearer, not more complicated.
We encourage our clients to spend their money. Because we've done the numbers and we know they can.
We have been with Bailiwick for about 20 years and all I can say is how lucky it is that we changed over to them! Not only are they excellent accountants but they are the kindest, most patient people we have ever dealt with. I truly don’t know what we would do without them!
— Claire R
“I have a really fantastic experience from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!”
— Former Customer
“Every detail was thoughtfully executed. We're thrilled with the outcome.”
— Former Customer
Who we help
Our clients all share something in common: they're sensible people who've worked hard, saved well, and now want to know it's all going to be okay.
On the runway to retirement
(five to ten years out)
You want clear answers: are we on track? When will work become optional?
On the home stretch to retirement
(one to three years out)
You want a date, a plan, and the confidence to look forward to what's next.
Retired and seeking assurance
(fully / semi-retired)
You want to know the money will last and someone to take care of the details.
On your own with the finances
(widowed)
You want the worry off your plate and the confidence that everything's being taken care of properly.
You've done the hard work. Now let's make sure you get to enjoy it.
The first step is a 15-minute chat.
A quick conversation to see if we're the right fit and whether we can help with what you need. No pressure. No obligation.