We encourage our clients to think bigger about their lives, by understanding their goals and objectives whilst trying to make the very best use of their resources. We believe that by making decisions in the context of a financial plan, it will make a difference to the lives of our clients. Having worked with our retired clients for over ten years now, we feel that we have an understanding of their issues and concerns.
Will I have enough?
Can I maintain my desired lifestyle indefinitely without running out of money?
Managing income in retirement
What will my income be and will it be sufficient?
Keeping things simple
A place for everything and everything in its place.
Is my capital safe? What investment returns do I need?
Are my existing pension products suitable? What are my state pension entitlements?
Ensuring my assets are passed on to loved ones in the most tax efficient manner.
Start in Life
Having funds available to help children in purchasing property or getting married.
Long term care
Planning for the possibility of long-term care.
Maintaining good health in retirement.
How will you spend your time? Mental stimulation. Social engagement. Day to day routine. Maintaining identity.
Peace of mind
Our on-going service provides clients with financial stewardship and peace of mind regarding their affairs.