Questions we might ask you
What does retirement mean to you?
How do you want to live in retirement?
How much risk can you afford to take with your income?
Will you run out of money?
Some of the ways we help find the answers:
- Identify any shortfalls
- Calculate how much you will need to save
- Help you maximise pension tax relief
- Utilise savings and investments to enhance your pension planning
Helping today to plan for tomorrow
With so much to think about while planning for an event that seems far away to many, it can be easy to feel overwhelmed. However, our team is on hand with expert guidance to help you reach your ultimate financial destination in time to make the most of your retirement when it finally arrives, which might even be sooner than you thought possible.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment depends on the individual circumstances of each client and may be subject to change in future.
Easing into Retirement
Joanne has spent most of her working life as a senior executive in a private sector bank. As she moves into her 60’s she wants to take a step back and free up more time for family and other things she is passionate about in her personal life, such as travel.