Targeting Retirement

Are you looking forward to retiring, or filled with apprehension?

Retirement occurs at different points for different people and in different ways – a simple retirement date, or a gradual wind down and sometimes a well planned ‘glide path’ into life’s longest holiday. Whatever your route, the time to plan can be triggered by:

  • Maybe the children have flown the nest and it’s time to focus on you, you, you.
  • You might have passed a milestone birthday and think, Wow! it’s coming up fast, I’d better start thinking seriously.
  • A life event may trigger the thoughts that life can be far too short, so let’s get organised.

Whatever the reason, there’s lots of positive support for bringing ‘life after work’ into sharp focus and beginning to work out how it will all happen.

Finding the trigger to set aside sufficient time to plan is the first step.

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Letting your imagination run free……

Planning for your future retirement should be something where you can really let your imagination and dreams run free, thinking carefully about what you will do with the freedom from work/business and with the time you have available.

  • When do you want to retire?
  • What will you fill your time with?
  • What long held ambitions and goals do you want to fulfil?

Dropping anchor at your favourite place or hitting the road to explore new horizons are things we should all have on the ‘Bucket list’. We only get one shot at this life – so this also means you need the financial means (money!) to enable you to do all these things – and that’s where we can help.

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A Professionally Qualified Team

Our professionally qualified advisers will help you to firstly put together your Bucket List. It is then about quantifying what financial resources you will require (capital and income), what you already have (or will have) available and if there is a shortfall. 

From this analysis we can help you with the actions required to make up that shortfall and understand the risks involved.

Many of our clients will use pensions alongside cash, property, business assets, ISA’s and any other type of investment which will deliver income and or capital when it is needed.

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Pulling together your resources

One of our many tasks for our clients, is to pull together what your resources are and what they can deliver towards your goals.

We will build a detailed lifetime cashflow model to show you where you are and what is needed to achieve your goals and ambitions

And finally, we will work with you to review your arrangements on an agreed and regular basis to ensure you get to that point of retirement.