Making it

Making it

Retirement Planning Advice

Investment and Wealth Management

We provide impartial retirement planning advice. Even if retirement might not be for a while, you should still be looking to grow your assets and increase your wealth during your working lifetime. You want to have investments which could be accessible both before and during retirement.

Most importantly, with the right retirement planning advice, you can know that you can afford the retirement lifestyle that you deserve.

Retirement planning advice help you work out how to fund what you want to do next

  • We talk to you about the lifestyle you want in retirement so we understand what is important to you.
  • Learning about hobbies, holidays and family commitments so we are able provide the retirement advice that you need.
  • We look at your current assets including cash, savings, property and business because they provide a platform to move forward.
  • Our Cashflow Modelling Tool so we can “predict” your numbers.
  • We tell you a realistic date that you will be able to retire by.
  • We look at options to increase your income in retirement and/or shorten the time until retirement.
  • You are always in control so you can choose what to do next!

Retirement planning advice – More information

Information on how we act on behalf of our clients, our payment structures and our terms of business.

Please read our Client Agreement and Value & Service Proposition.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.