Congratulations! Your working days are behind you and you’ve accumulated enough wealth to provide for a comfortable lifestyle in early retirement. This may lead to new financial concerns however, as you might start to question whether your capital is working hard enough for you or whether you are able to leave a meaningful legacy behind.

Everyone’s goals and needs are unique. We’ll explore what’s important to you in retirement, and ensure that our advice is personalised to you.

Long-term care is also likely to be a concern, as this is something which will affect most people at some point in their lives. Our job is to provide clarity on all of these competing elements and find the right solutions for you.

With careful planning, we hope that your retirement will be the most fulfilling time of your life.

You may be thinking…

How can I ensure that my retirement savings last throughout my lifetime?

Is the growth of my investment portfolio sufficient to sustain a regular income?

Should I consider any changes to my investment portfolio now that I am retired?

How can I minimise taxes on my retirement income and investments?

What are the best ways to leave a financial legacy for my loved ones or charitable organisations?

Should I consider long-term care insurance?

If you would like to speak to a financial adviser about any of the above, please get in touch with us.

The value of investments may fall as well as rise, and you may get back less than you originally invested. Please note that the Financial Conduct Authority (FCA) does not regulate tax planning, estate planning, trusts or wills.

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