At Retirement Advice

Our experience over almost the last 40 years of financial planning shows that retirement planning does not cease when our clients stop working. Indeed in the last few years alone, the notion of stopping work forever on one day and then simply being ‘retired’ has become increasingly unusual. As such, the requirement for an ongoing specialist advice service for the extended period in retirement has become a key aspect of our services.

In addition, legislative and product development for those at retirement have opened up new ways of sourcing an income at retirement, but with those new opportunities comes an added layer of complexity.

Our role is to work alongside you to devise an appropriate income in retirement strategy using the wealth you have taken a lifetime to build up. We will then call upon the vast array of technical and product knowledge we have accumulated over almost 40 years, to implement and then continually review the strategy, taking account of any personal, legislative or economic changes.

This may include areas such as:

• Management of your income and capital requirement strategy in retirement
• Equity release options
• Planning and implementing a financial legacy

In short, we are here to help provide financial security through the building up of assets for retirement and then advise on an appropriate allocation and management of those assets at retirement.