Already retired?
Retirement means something different to everyone, and there are now more options than ever when it comes to what to do with yours. For us, retirement is financial independence, and we’re specialists in helping all kinds of people enjoy this time they’ve worked so hard for.
While it’s an exciting time full of opportunity, we also know that it’s natural to have uncertainties and questions about the future. We can help you answer some of those questions and support you in making informed decisions about your options.
With a bespoke financial plan in place, all you have to do is enjoy your next stage in life.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Here’s how we help…
Income security
Together we’ll determine the income you will need to live on throughout your retirement. This will take into account the kind of lifestyle you want to maintain, and how much you’ll need to ensure you won’t run out of money.
Financial forecasting
We’ll use cash flow planning tools to explore the financial impact of various scenarios. This helps ensure that you’ve thought about all aspects of retirement, so that whatever the future holds, you won’t come unstuck down the line.
Supporting your goals
Your retirement is yours to do with as you please! Whether you want to fill yours with more holidays, get stuck into some home improvements or prioritise spending time with family, we’ll help you achieve your goals.
Here for your changing needs
Our requirements change as we age, and some people may need to consider some form of care during their retirement. We can advise on a number of income options to support the cost of care in later years.
Estate planning
Passing on some of your wealth to your loved ones can be incredibly rewarding. We can help with a diverse range of tax and trust planning needs, so you can be sure that more of your money goes to those that matter.
Peace of mind
Most importantly, we’re here to give you the reassurance you need to know that your financial future is in safe hands. And with that taken care of, all you have to do is enjoy this next stage in life.
