Your retirement, your way
Creating income during retirement needn’t be daunting. It’s sensible to think early about income-generating investments and imagine the life you want in the future. Although you may not be getting a monthly salary from your employer, there are still ways to earn a sizeable income.
As the time edges closer, it’s wise to speak to our team of experts who will plan and set up a portfolio tailored to your goals and risk profile.
How our approach works
Sit down with our knowledgeable and experienced team, and together we’ll review your finances to better understand your retirement income. Here’s what we’ll do:
Proactively plan for
your retirement
Before we give you the green light, we need to understand what you want to get out of retirement. Whether you have extensive travel plans or wish to spend time closer to home, we must build a plan based on your goals.
Remove the fear of
running out of money
It’s an overriding concern for most people. Your retirement income must be enough to last for an open-ended period and allow you to reach certain goals. We will sharpen your focus on managing your finances.
Maximise opportunities
with tax planning
Organising your retirement income in a tax-efficient manner will help extend your funds. Rely on our team of experts to make the most of tax allowances and see your retirement visions come to life as the years go by – we’re here for the long-term.
Consider the needs
of all parties
At the start, your time and money may be spent travelling and enjoying experiences, but as you grow older, you start to think about care costs and gifting money. We will give you the answers and listen to both partners in a relationship.
What our clients say
As a time-constrained professional, with a diversified portfolio of assets including rental properties, I needed proactive ongoing concise advice from a trustworthy source covering overall planning as well as detailed investment advice. David takes the time to understand my developing planning needs, advises accordingly and provides a highly professional, reassuring investment framework to bring all key elements together.
Dr. CMR
client since 2021
I realised I needed to get my pensions in order, having saved into a company scheme for many years. I had no idea what I was due, whether I was saving enough or what I was saving into. I spoke initially to a large well-known company and was left in little doubt that their interests came before mine. David was referred to me and I was comfortable from the initial discussion that his ‘planning first, non-sales’ approach suited my needs. A satisfied client for many years now.
VEB
client since 2017
For many years we were content selecting our own investments and making our own decisions. It wasn’t until we saw, with the benefit of David’s insight, where our own choices missed key efficiencies or left important gaps. 20 years on we continue to work with David
JC
client since 2002
Making financial planning interesting is a rare ability. Working with David over the years has, thankfully, given me an interest in making sure I pay attention to my financial future
MB
client since 2012
Feel Free to make Your move
Get in touch today for a no-obligation chat with the team.
