Whilst our goals for retirement will differ, we all want the peace of mind that comes with knowing that we’ll be financially secure once we stop working.
Whether you’re hoping to retire in ten years or two, you just want to know that you’ve done enough to live the life you want.
You might already be working part-time, in a consultancy role or considering moving into one of the two before crossing the retirement finish line. No matter your situation and future goals, you’re looking for practical advice based on the reality of your financial situation and what that means for your future.
Alone, it can be difficult to understand what your pensions, savings and investments will equate to. You just want to know that you’re making the best decisions.
Your retirement income is the product of years of hard work and dedication. You owe it to yourself to prepare well.
We’re a firm of Chartered Financial Planners, with years of experience in working with individuals who are planning for retirement. We specialise in reality-based financial planning; bringing the real things that you want to achieve – and the real life that you want to attain in the process – to fruition.
Listen to your concerns and worries, both for the long and short term
Understand your personal goals, aspirations and plans
Assess your existing financial situation, including any pensions, savings and investments
Use cashflow modelling to map out various “what if” scenarios
Recommend financial solutions that will help you to achieve your goals
Guide you on an ongoing basis to ensure the sustainability of your income and the suitability of your financial plan
Making work optional – Maya
Maya enjoyed her job, but it was highly stressful at times. With highly transferable skills and a desire to give something back to society, we challenged Maya to consider a timeframe for when she would like to step back from her current position.Read more