Your Retirement Vision, Our Expert Navigation

Tailored financial strategies for your dream retirement. Whether you’re preparing for it or already enjoying it.

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100’s of happy clients

Planning for retirement?

Our service for people preparing for their retirement adventure.

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Already in retirement?

Our service for people already enjoying retirement and planning the next steps.

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Retirement can feel daunting

The path to retirement brings up crucial questions about your future. Whether you’re planning ahead or already retired, We help you navigate these decisions with clarity and confidence, so you can look forward to retirement instead of worrying about it.

Retirement Planning as Individual as You Are

Your retirement vision is unique, shaped by your personal dreams and lifestyle. You deserve better than generic solutions. Together, we’ll create a strategy that gives you the confidence to embrace the future you imagine.

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Get Your Free Financial Planning Guide Today

Ready to plan with confidence? Download our expert guides for free.

Guide to Inheritance Tax Planning & Passing On Wealth

Smart strategies to reduce tax and maximise what you leave behind.

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Guide to Preparing Your Finances for Retirement

A practical guide to plan ahead, avoid surprises and retire on your terms.

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What our clients say

We’ve had peace of mind ever since working with Morenti. They helped us map out a clear plan, and now we know exactly where we stand.

Mark Henry

55, Aberdeen

Their advice gave us real confidence heading into retirement. The process felt personal, not pushy, and we really feel in control of our future.

John Chamberlain

61, London

We weren’t sure where to start, but Morenti made it easy. Chris explained everything clearly, and now we have a strategy we actually understand.

Claire

50, Bath

I can't recommend Chris and the team at Morenti highly enough. I wasn't sure about taking advice initially because I've always looked after things myself, but it was only when Chris showed us our plans in Voyant that I realised how huge a difference advice can make when you're heading into retirement.

Glenn D

57, Shrewsbury

Stuart has made a huge difference to our lives and our retirement. His patient approach is just what we needed and I'm so happy we got in touch.

Paul

62, Gerrards Cross

We received advice to help us with my mother's Inheritance Tax problem and are absolutely delighted with the service. No pushy sales of products, just sensible advice that has helped us save thousands of pounds as a family.

Jo M

51, Sussex

“Don’t simply retire, have something to retire to”

Harry Emerson Fosdick

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Morenti Wealth Partners is a trading style of Burgess and Lee Ltd, which is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 160493). Registered in England and Wales at Companies House. Head Office Address: 8 Portman Terrace, 223 Seabourne Road, Bournemouth, BH5 2HP.