Post retirement

Making the most of this stage in your life

In retirement, many people are unsure about how best to structure and utilise their finances for their circumstances. We’re here to help make things easier.

Whether it’s saving, spending or passing on your wealth, we’ll advise you on the best course of action for your needs, ensuring you can make the most of your retirement and enjoy everything it brings, without having to worry about money.

Here’s how we can help…

We’ll conduct a full review of your finances to determine whether they’re set up in a suitable way for your circumstances.
Cashflow planning tools can help you make more informed choices about what to do with your money and when.
We’ll establish a robust investment portfolio that aligns with your objectives and your attitude to risk.
If you’d like to transfer some of your wealth to loved ones, we’ll advise on the most effective way to pass on your assets.
We’ll work to effectively reduce your Inheritance Tax bill, so your estate won’t become a burden on your family.
Above all, we’re here to give you peace of mind that for the rest of your retirement, your finances are in safe hands.

The value of investments can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate taxation / trust advice.