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Retirement Planning
Managing clients expectations in retirement is what we do best. We will look at your current situation, help ascertain the when’s and how’s of retirement planning 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.
