Enjoying retired life
Achieve your retirement goals without the burden of financial worries and embrace this chapter of life with confidence and freedom.
Retirement looks different for everyone
There’s no perfect formula for retirement. Your circumstances, values and goals will vary from your friends and neighbours. While some retirees worry about spending their savings, others freely indulge in activities they cherish without hesitation. However, common concerns such as Inheritance Tax, gifting money to children and managing a pension pot affect everyone.
You want to enjoy life right now, but you also need to plan and consider passing down wealth or care costs.
What we will do to help
We are committed to achieving your goals as if they were our own.
1Provide you with reassurance
One of the biggest benefits of working with us is the peace of mind we provide. If you want to go on holiday and spend your savings on that, we’ll reassure you that you can afford to do it.
Equally, if you are struggling to part ways with your wealth, we’ll encourage you to spend it and enjoy life while you can.
2Plan for potential care
As part of our discussions, we must consider possible care costs. It’s not an easy topic to discuss, but we approach it with compassion and will always do what’s best for you and your family.
We can calculate potential costs and use our years of expertise to create a financial plan to mitigate the potential impact on your estate.
3Leave a lasting legacy
A big topic of discussion with clients in retirement is gifting to family. Whether it’s grandchildren buying their first home or other loved ones who could benefit from your generosity, these decisions are deeply meaningful.
Together, we’ll explore how much you can comfortably give and, if desired, include your family members in these discussions.
This is how we make it work
Everyone we work with needs a personalised solution, and we tailor our services to meet and exceed your expectations. The journey and the outcome revolve around you.
How we work together
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