There are many different phases to retirement, from the active “go go” years, to slower later life. Being emotionally and financially prepared for each stage will ensure you can experience long-term peace of mind and a sense of comfort and security for the rest of your life.
Our starting point with each and every client we work with is what you want to achieve from the years ahead.
- Do you want to travel and tick items off your bucket list?
- Would you like to relocate or perhaps you’d like to renovate your home instead?
- Would you like to be able to help your grandchildren through university or onto the property ladder?
Whatever your plans are, you’ll want to be sure they aren’t going to affect your long-term financial security. As retirement planning and later life specialists, we will help answer your questions, and replace uncertainty with confidence.
If passing wealth down to younger generations of your family is important to you, we will make recommendations for strategies to enable you to see those you care about benefit from your wealth, and ensure you are making the most of all the tax efficiency opportunities available to you, while not jeopardising your own long-term plans.
Understand whether you have enough in the pot to achieve your retirement dreams.
Identify if alternative arrangements could help you preserve your wealth for longer.
Enjoy your retirement to the full, while ensuring you are saving enough for later life.
Discover whether you can afford to help your children or grandchildren financially.
Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.