If you have already retired, our retirement planners’ aim is to ensure that you continue to enjoy your lifestyle and that the money you have now, will continue to support you in the future and provide a sustainable retirement.
As your retirement progresses, there will be new financial challenges to consider.
You may want to start planning for your long-term care, to ensure that you have as many choices available to you as possible as you approach old age.
You may want to make sure that the wealth you’ve built up over the years will be passed onto your loved ones, without compromising your lifestyle or the environment and therefore require sustainable investment advice.
We will explore all the options with you, so that you can make informed decisions to enjoy your retirement and also plan for the future.
For more information on how we can advise and support you in planning for a sustainable retirement, please click on the links below.
We’ll help you maximise tax efficiency by making use of available tax reliefs, allowances, tax wrappers and investment products.
Our retirement planners can help you choose the way you want to be cared for in later life and identify how you can prepare for those future care costs.
Our financial planners can help you decide whether equity release is a suitable option and if so, which provider best meets your requirements.