Retirement Planning

Retirement is not just about pensions. It’s about the big picture of your finances and how you can make the right choices at the right time to help provide for the lifestyle you want in retirement”.

Essentially, we work with our clients to help them understand:

  • When they would like to retire
  • Whether they are on track to retire at this time
  • How much money is needed, not just to retire securely, but to retire with the lifestyle they want

Once we understand this we can help you make smart decisions around how to achieve this, and also help you avoid the potential pitfalls.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.