In retirement
Life after work can be full of opportunities. We’ll help you seize yours.
What are you looking to achieve for the rest of your retirement?
I want to ensure I have enough money to last the whole of my retirement.
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 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 in financial planning for their futures.
I want to leave an inheritance for my loved ones.
Leaving a legacy is a priority for many in retirement, but it can become a complex issue. We’ll work with you to help you understand your options, including your Inheritance Tax liability and what you can do about it.
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 be able to gift some money to my grandchildren.
Many people would like to provide for younger generations of their family, perhaps to pay for their education or to get a foot on the property ladder. We can advise on the best method to do this, be it a direct gift or via a trust.
I don’t want to become a burden to my family in later life.
As we transition into our later years, many people will require some level of care, and it can be a worry thinking about how you might fund it. We can help you plan for the cost of any care you might need, ensuring your family’s financial circumstances won’t be impacted.
Here’s how we’ll 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.
