Retirement is the biggest financial decision of your life
You only get to retire once, so it’s important to avoid making mistakes. Putting things in order before you make the leap, will help you make sure your wealth lasts.
£59k
The annual after-tax cost of a comfortable retirement in the UK.
30-40
Years you’ll need plan for, if retiring at 60 or 65.
£1.5mil
The capital you need, if you have no other retirement income.
Defining the life you want
First, we listen. You tell us your vision for the future and the life you want to live.
Be it stepping away from a busy corporate job to slow down and focus on other priorities, or having a bolthole in the sun and retiring on the golf course.
It’s your opportunity, to talk about the things that really matter to you.
Working out what it will cost
Together we’ll calculate what the future you envision is likely to cost, and how this will change across different stages of your life.
Cashflow modelling will project your finances until you’re age 100, so you can ensure your wealth will last.
We’ll explore how your wealth will evolve and different options to make the most of it.
Funding your plan
I’ll analyse your current arrangements, to see how they can be best used to support your future.
You’ll receive detailed recommendations on how to structure your existing wealth to support the life you want and to combat inflation.
So you understand what you need to be doing now, to make sure you don’t run out of money later.
This is your retirement roadmap.
The best time to start planning for your future was yesterday.
The second best time is today.