You have exciting plans for your retirement, but you’re holding back for fear of spending too much. You’re not sure how much you’ll need to keep aside for later life, and the thought of potential future costs such as care funding makes you anxious. If this is you, we can help.
However you choose to spend your retirement, you will need financial security to truly enjoy it. A financial plan can give you the confidence and peace of mind you need to enjoy your freedom years to the max.
Here’s how we will help you
We always tailor our work to clients’ specific personal goals, aspirations and circumstances. However, that work will broadly include:
Will my money run out? How will changes in the markets affect my savings? Can I afford to help my children or grandchildren financially? What should I do to mitigate Inheritance Tax liabilities due on my estate? We’re here to provide clear answers to your questions and help you decide what to do next.
Cashflow planning plays an important role in helping you understand what you have and what you’ll need at different stages of your life, allowing you to plan for the future with greater accuracy and confidence. With cashflow planning, we can stress test your finances and ensure there are sufficient funds to cover your needs for the duration of your life.
Making a will is vital to ensuring your wishes are honoured after your death. But estate planning is about more than just making a will. By looking at the totality of your assets, your Inheritance Tax liability, and who you want to benefit from your wealth when you pass away, we can carefully plan to ensure that your wealth is passed on as tax-efficiently as possible to those you choose.
Support and care
Our clients often tell us how much peace of mind they gain from knowing that when they die, their loved ones have a trusted team of professionals to turn to. We welcome clients’ families being brought into the conversation around family financials that they may have concerns about. We are here to provide continuity and security for life, particularly at difficult times.
The journey to get you there
How do we get you from the initial conversation to the realisation of your financial and lifestyle goals? Take a quick trip through the financial planning journey.Your journey
See what our clients say
I was coming up to retirement and didn’t know what to do or what my options were. Daniel was excellent at explaining my current situation and how I could retire. It’s been an excellent service, and I couldn’t have done it without him. Great value for money.
Daniel calmly took me through the various scenarios and offered up a solution that met both my immediate, medium- and long-term requirements.
Daniel showed me ways to save and invest my money properly while still having enough to live an active life.
Daniel has assisted with all aspects of financial planning for retirement. We have found Daniel very approachable and have received very prompt and detailed responses to the advice we have sought from him.
I was looking to save for the future by investing my money in stocks and shares. Daniel and the team provided great support and guidance with my investment portfolio.
I would highly recommend your firm. I appreciate so much your liaising with other professionals such as lawyers and accountants on my behalf. I could not have managed without your whole team. Thank you all so much.
Expertise in financial management, a proven record of success, professionalism and trustworthiness.
Very easy to speak to and fairly simplistic and straightforward approach to financial planning. We have already recommended you to several friends.
I always feel confident that whatever advice I receive, it has been carefully considered to suit my individual circumstances. It is also comforting to know that if I have any worries I can pick up the phone and someone will be happy to help me.