Retirement Planning

Planning for your retirement can be a complex task and we always encourage clients to start thinking about it early. It is also important to determine how you want to spend your post-retirement years and learn how to prepare sufficient funds for a comfortable and secure financial future.

Managing clients expectations in retirement is what we do best – we help people to determine their retirement income goals and how to achieve them – we will look at your current situation, help ascertain the when’s and how’s of retirement planning, help you understand the pension options available and make a detailed plan of how to achieve the retirement you want. We will find out the level of funding required and the most suitable policies for you.

As part of this process we will often use Cash Flow Modelling – this is where we simulate your current position, expected savings and expenditure and see if your desired retirement can be met or what you could expect in retirement. Updating this regularly with changes to assumptions, circumstances and objectives enables us to make sure our clients get the retirement they are expecting.

Click this link to see how you can get in touch for further details.