In retirement
Your retirement years are ones that should be celebrated. After a life spent working hard for you and your loved ones, you should be able to enjoy the freedom and independence this next stage brings. But it can be tough transitioning into a new period of your life, particularly where your finances are concerned, and it’s natural to feel uncertain of what’s to come.
We’re here to help ensure your move into retirement (and your future beyond it) is everything you hoped it would be. We’ll build a bespoke financial plan designed to give you confidence in your finances, and provide you with the reassurance that you won’t run out of money (or die with too much).
We’re also experts in inter-generational planning. We aim to work with your whole family to ensure everyone gets the support they need – be it help with Inheritance Tax or just transferring wealth now so you can witness and enjoy its impact.
Retirement can be a wholly fulfilling stage in your life. That’s why we want you to enjoy it with peace of mind.
For a retirement that’s everything you hoped it would be
Here’s how we can help…
Ensuring you have ‘enough’
We will endeavour to ensure you have enough money for the entirety of your retirement, be it to fund your lifestyle or cover the cost of care. That also includes ensuring you don’t die with too much!
Help with reaching your goals
Retirement can be the perfect time for ticking things off the bucket list. Whether it’s the trip of a lifetime or the home improvement project you always put off, we can help.
Planning your estate
If you’d like to be able to pass on your wealth, we can help make it a smooth process – from exploring the right time to transfer to reducing the Inheritance Tax bill your family will face.
Support with a bereavement
We know how tough it can be when you’ve had a loss. We’ll take care of any financial issues in the background and get things in the right shape for when you’re ready to deal with them.
A long-term partnership
We’re here to be your guiding hand throughout your financial decisions. If you’re unsure of your options or which choices to make, we’ll be here as your trusted support.