Retirement is no longer at a fixed time in your life. Increasingly, people are choosing whether they will retire earlier or later than usual, or whether they will gradually ease into it. Whenever and however, you choose to retire, it is a time in your life that is best planned for well in advance.
For many of our clients, there is often a ‘trigger’ which sets them off along the journey towards planning their retirement. This might be something as simple as receiving an annual pension statement which shows a surprisingly high (or low) pension pot. It may be something more life-changing such as a large inheritance.
Whatever the triggers, the questions they raise are similar for most clients. They include:
We will help you find the answers to these questions. We will find out what your goals and aspirations are, both now, and for your retirement. We will gather in all of the information regarding your current pensions, assets, savings and investments to get a true picture of where you are now. We will then put together a plan which clearly shows what you need to do now in order to achieve the retirement that you want in the future.
We’ll listen to fully understand your challenges. We strive to talk to you in plain and simple terms – no jargon. We’ll give you advice and guidance on how best to manage your portfolio and investment.
