Are you looking for…
A long and enjoyable retirement is just what the doctor ordered after years of working hard. You’ve got the money behind you, but you don’t know what to do with it. Do you spend it on the holiday of a lifetime? Do you pass some on to loved ones? Do you carry on being sensible and not spending?
We’ll answer all those questions and create a plan that allows you to factor in all the above and more. Life doesn’t need to be a guessing game any longer.
Passing on your wealth
We’ll help you to decide what you want to happen to your money when you’re no longer here, with a focus on limiting the amount of Inheritance Tax to pay.
Diversifying your portfolios
By building a diverse portfolio tailored to your goals, we can provide the potential for long-term and short-term growth, so your eggs aren’t all in one basket. We’ll find the perfect balance.
Organising your pensions
It’s common for people to have multiple pension pots floating around, and it may seem a little overwhelming. We’ll look closely at them and advise you on the best course of action for each.
Your retirement goals
We embrace holistic financial planning and look at the bigger picture by focusing on long-term goals as well as short term. It’s how we determine your priorities and create a realistic plan.
Planning for the what-ifs
Life has a habit of throwing curveballs: death, illness, divorce. We use cashflow modelling to plan ahead and take into account various circumstances to make sure you’re always prepared.
Ongoing care and attention
We’ll conduct regular reviews with you to see you through retirement. We’ll enjoy your milestones with you even after we have implemented your plan.
What we can do
We help you to understand your finances and develop a solid strategy to enable you to achieve your goals. We care about seeing you through each stage of your life, no matter how complex it is.