Retirees
Retirement is not a destination, it’s a journey that begins early in your life.
This is why we believe a strong financial plan is the single most important tool for building a happy future.
Whether you’re planning to retire in 10 years’ time, or have already crossed the retirement finish line, you just want to know that you have enough: to live, to achieve your goals and enjoy your desired lifestyle. You want to feel confident and assured that you’ve made the right decisions. There’s so much of the world you want to see, and so many things you want to do; you just want the peace of mind to know you can.
If you’re in your 50s or older, you’ve probably worked your whole life and have accumulated important wealth. Nevertheless, you may have little to no understanding, or interest, with how certain aspects, such as your pensions, are invested. You may have no idea of their value, or what they will mean for your future income.
We aim to help you to engage and eliminate any stress and anxiety that you might be feeling when it comes to your retirement by:
Establishing want you want to achieve
Both the big, lifelong goals and the general lifestyle aspects of retirement.
Understand where you are
We’ll analyse your existing savings, pensions and investments to give you a good idea of what you can expect in retirement.
Make the most of what you have
We’ll recommend effective changes to your financial arrangements that will help ensure your wealth is best placed for your needs.
Picture where you want to be
We’ll use cashflow modelling to help you visualise the future and create a thorough plan that will give you a step-by-step guide to achieving your goals.
Stay on the right track
We’ll work with you as you move towards your goals and help to keep you on track should your needs or circumstances change.
Retirement planning doesn’t have to be daunting.
You just want to make sure that you have what you need when you no longer want to work. More than that, you want to know you can retire confidently; safe in the knowledge that your goals are achievable.
You’re in the right place, now is the perfect time to prepare. You might even want to consider early retirement and accessing your money in a way that’s more flexible, so that you can achieve the things you want to now. We know how daunting that can feel; you want to make the right decisions.
Living the life you want, without having to worry about money, is the starting point of many people’s retirement wishes. We ensure you’re on the right track to achieve your most deeply felt goals and aspirations.
Find out how we can help you.
Achieving retirement goals takes disciplined saving, spending and investing—all of which can feel overwhelming, especially as the retirement landscape continues to change. We want to give you the confidence to make more informed decisions and take positive steps towards planning for and sustaining a successful retirement.
Whatever you want to achieve, we’ll tailor your solution to help you get there.
*Remember, the value of investments and any income they generate can go down as well as up, meaning you may not get back what you invest. Investing should be seen as a medium-to-long-term commitment so you should aim to invest for at least 5 years.