In retirement
With effective financial planning, you should be enjoying the lifestyle that you want to have in retirement. However, now that you’re retired, it’s important that you continue on your financial planning journey.
Whilst you reap the benefits of your careful financial planning throughout your life, it’s really important that you continue to ask yourself serious questions, such as:
- Will I have enough money to continue enjoying my retirement?
- Will I have to sell my house to pay for my care?
- Can I afford to give money to my family?
- How can I make sure my loved ones inherit as much as possible?
- How can I boost my income? Perhaps to adapt my home for old-age or to pay for home improvements?
- Is it a good idea to leave money to charity in my will?
The answers are rarely straightforward and are often subject to outside influences.
Featured client stories
How we can help you during retirement
We can help you find the answers. But before we do, we need to make sure that we thoroughly understand you. This isn’t just about understanding your wealth, it’s about how you want to live in retirement and what you want to be able to pass on. So we’ll spend time getting to know you face to face before we provide any financial planning advice.
Often the solutions will involve:
- Investment planning
- Later life planning
- Estate planning
- Tax planning
- Equity release and other types of borrowing in retirement
The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Levels of taxation will depend on the individual circumstances of the investor and are subject to change.
The Financial Conduct Authority does not regulate Tax and Estate Planning.
To find out how we can help you to continue enjoying your retirement, please contact us for a no-cost, no-obligation meeting
Why our clients love working with us
Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions reassuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.
During the years we have been with Kevin we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with you.
Kevin, I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated.
Thank you so much, Kevin, for all your support and advice over the years. I wouldn’t be where I am today if it wasn’t for you.
We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.
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