Making it

Making it

Retirement Investment and Wealth Management Advice

Retirement might not be for a while but you are 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 you want to have the retirement lifestyle you deserve and know that you have the  means to afford it.

Retirement lifestyle – how we help you work out how to fund what you want to do next

• We talk to you about the lifestyle you want in retirement

• We ask you questions about hobbies, holiday and family

• We look at your current assets including cash, savings, property and business

• We use a Cashflow Modelling Tool to “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 choose what to do next!

For more information on how we act on behalf of our clients, our payment structures and terms 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.