Post Retirement Advice

Once you have retired your financial priority will be wealth preservation. This involves protecting what you’ve worked hard to earn and save.  At this stage we would seek to develop an approach which matches the level of risk and growth you wish to achieve.    Cash flow modelling helps us work through these scenarios so you can see the financial impact of different options. 

We can also work with you to put plans into place for later life and the provision for care to ensure you have peace of mind over your financial future as you get older, and protect the assets you’ve worked hard to build.

You may wish to support family members in their next step such as buying their first home and we can advise on most tax efficient way to do this. We can work with you on creating the legacy you wish to support your beneficiaries.