Approaching retirement

How do you know that you need financial planning advice?

Perhaps you’ve received your annual pension statement and realised that this just got real – your retirement is no longer in the dim and distant future. Now’s the time to think about when and how you’ll retire.

Or maybe you’ve seen a friend or family member benefit from the reassurance and peace of mind that comes with having a financial plan.

If you’re asking yourself questions such as:

• Can I retire when I’m ready to?
• Will I have enough money to enjoy my retirement?
• Can I enjoy my retirement and help my family financially?
• How can I pass on my wealth to future generations? Do I want to?
• Will I need to pay for my care in the longer term? If so, what’s the best way?

Then now is the time to put together a plan with a financial planner you can trust.

How we can help

We put our years of expertise and experience to good work, giving you the confidence and security to live the life you want with the money you have. We will:

• Meet you for an in-depth discussion about your goals for retirement.
• Find out what insurance policies you have along with your existing investments.
• Uncover your attitude towards investing and determine how comfortable you are with different levels of risk
• Pull together details of all your existing investments and policies.
• Put together a series of recommendations to make sure that your wealth is working for you effectively. If accepted, this will become your financial plan.
• Implement the financial plan; making sure to keep you updated on our progress.
• With your agreement, we will continue to undertake regular face-to-face reviews with you. These are to help ensure that your financial plan is on track to take you through to retirement and beyond.

For more information on how we work with you, please take a look at ‘Your journey’

Please note: not all estate planning is regulated by the FCA. We’re very happy to explain which aspects of our service is and is not regulated in these circumstances.