Are you planning for your retirement?

If you are in your 50s or early 60s we will:

  • Help you understand what you want from retirement
  • Analyse and explain your current pension provision
  • Create, implement and regularly review a financial plan designed to achieve your retirement aspirations
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Do you want to retire early?

If you don’t want to wait until your mid 60s to retire we will:

  • Help you understand the amount of income and capital you need to make retirement a possibility
  • Review your existing pensions, savings and investments
  • Show you whether early retirement is a realistic possibility and build a plan to help you achieve your goal
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Do you want to retire now?

If now is the time to finish work, we will:

  • Help you understand what you want from retirement as well as the income and capital you will need
  • Research and analyse your existing pensions, including the State Pension
  • Build a financial plan to help ensure you achieve your aspirations and your retirement is built on a sound financial footing
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Are you already retired?

Even in retirement careful financial planning is important, we will:

  • Build a financial plan to ensure your retirement goals and aspirations are met
  • Analyse your existing pension, savings and investments to understand how they could be better aligned to your goals
  • Ensure that your affairs are in order and that your assets will be passed on, as you wish, and as tax-efficiently as possible
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Do you need help putting your affairs in order?

There comes a time in all our lives when we start thinking about our later years. We will:

  • Help you understand the cost of care should it ever be needed
  • Calculate the amount of Inheritance Tax (IHT) due when you die
  • Put in place a financial plan to deal with these issues, as well as any others which arise, that still allows you to enjoy your retirement
Need our help? Get in touch