If you want to know more
Come and see us so we can start working towards your future.
Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. You could see the world, pursue a new hobby, or become an angel investor. But how will you fund your new lifestyle? Most of us underestimate the income we need to do the things we want. Start your retirement financial planning now so you’re one step ahead.
When you’re planning for a new stage in your life, it’s a good idea to start early, but there’s a lot to consider. First, ask yourself these three important questions:
If you’ve built a successful career and you’re keen to stay busy, retirement can be about fulfilling your dreams or giving something back. Think about what makes you happiest. How do you want to spend your time? How could you focus more on the things and the people you care about?
We’re all different, so your retirement fund needs to reflect both your life expectancy and the possibility you will need healthcare.
It can be hard to find the right balance between enjoying your wealth now and setting some aside to pass on to your loved ones. What will your legacy be? How will you make sure wealth transfer happens in the way you want?
Very simply, we help you put a plan in place for your future retirement. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.
"Many clients leave it too late to start thinking about life after work. Their options are often limited because there’s simply not enough time to build up a personal pension. An early financial plan can highlight opportunities to make the most of their retirement."
Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.
*UBS Investor Watch (UK) - Q2 2016 (318 UK respondents with at least £250,000 investible assets)
** Wealth X - Family Wealth Transfers Report 2015