At retirement
As you approach this new stage in life, it can be like a fork in the road. We’ll help you choose the right path for you.
What are you looking to achieve for this next stage?
I want to know if I can afford to retire now, and how best to do it.
You may be faced with many options when it comes to your imminent retirement and are unsure what’s best for you. You might not know if you can even afford to retire yet. We aim to help you answer these questions.
I want to feel confident that my money will last as long as I do.
The truth is that none of us knows when we’re going to die, so it’s important to have a plan in place. We can help to establish how much money you’ll need for the rest of your life, so you can be confident about the future.
I want to one day be able to leave a legacy to my loved ones.
Many people would like to pass on some of their wealth to their families at some stage in their life. We’ll work with you on the best ways to do this while ensuring your Inheritance Tax bill is managed effectively.
I want to use an inheritance or settlement wisely.
If you’ve recently come into a sum of money, it can feel overwhelming trying to determine what to do with it. We’ll work with you to help you make fully informed financial decisions that are right for your circumstances.
I want to understand how best to spend my assets, and in what order.
It can be hard to know what you should be doing and when during this stage in life – should you dip into your savings, or utilise your investments? We can advise you on the best course of action for your circumstances.
I want to find a financial planner who will work with my family going forward.
We believe in the importance of bringing your loved ones on the journey with you. That’s why we work with your wider family, ensuring everyone is informed and engaged with financial planning for their futures.
Here’s how we can help
Get to know you
We’ll spend time getting to know you and establishing what you want to achieve, comparing where you are now with where you’d like to be in the future.
Create a financial plan
We’ll build a clear and bespoke financial life plan, designed to help you achieve your goals in the required timescale and as efficiently as possible.
Monitor your plan
Once your plan is in place, we make sure to monitor, review and maintain it regularly, which helps us increase the likelihood of long-term success.
Support for the whole journey
We’re here to build a long-term partnership. From beginning to end, we’ll support you and your family through it all – all you have to do is look forward to the future.
