There's a lot to think about when you're planning your retirement, and with so many demands on our time, it's unsurprising that planning for the future often gets put to the back of the queue. However, if you'd like your retirement to be the longest holiday of your life rather than the longest nightmare, then it's important to plan ahead.
Whether you're looking to build up your pension for retirement, review your existing provision or getting ready to draw your pension, we're here to help. As part of our discussions, we'll establish what your ideal retirement looks like and then determine the level of income that you'll need to support your lifestyle. We'll then work with you to ensure that you're on track to enjoy a comfortable retirement. Please click here for further details. |
How much cash would your family need to maintain their current lifestyle, should you become ill or die?
Protecting your family against the unexpected can be a challenge, as effective protection planning is more than just getting cover in place, it’s about protecting your future and your loved ones. We can help you to get the right type and level of protection in place for your personal circumstances so, if the worst does happen, money is not one of the things that your loved ones will need to worry about. That in turn means you won’t need to worry about it either. Please click here for further details. |
Investment PlanningOur role as your Financial Advisor is to understand your needs and objectives, so that we have a clear idea of what you are investing for.
Once we have determined what you want to get out of your investments, and established how much risk you are willing to take, we'll use that information to develop a long term investment strategy. We would suggest that investments are reviewed regularly to ensure they remain suitable as your needs and circumstances change over time. Please click here for further details. |
Estate PlanningIt’s not nice to think about but you’re likely to want to pass as much of your wealth as possible to your loved ones after you’re gone.
Putting plans in place now, to make sure that your children and grandchildren receive exactly what you intend for them, will not only give you peace of mind but could also help protect your estate from inheritance tax. We can help you manage your options and make sure that you’re prepared. Please click here for further details. |