Supporting your life as a retiree
Having accumulated investments, pensions and savings, are you confident you can enjoy a comfortable life in retirement? This phase in life is known as decumulation, but have you accrued enough to draw down and meet all your goals? It’s also worth noting there are a new set of challenges and risks, which can be difficult to navigate without professional financial advice and guidance.
Whether you are looking ahead to retirement, about to retire, or are already a retiree, we work with you to develop a comprehensive approach that encompasses all of your assets through a wealth plan, including a detailed, personal decumulation profile. At this crucial stage of your life, we listen to what’s important to you and seek to appreciate your financial and life goals over the short, medium and long term, as well as anticipate future hurdles.
In taking the time now, we can ensure you have the right plan for you and your family to achieve financial success in retirement.
As the number of people and timelines in retirement grow, how can we ensure that the funds we have accumulated in investments, pensions and savings will cover us to the end of our days? It’s a period of life known as decumulation and can even affect those who don’t completely give up work. However, there is a solution for clients.
Access more relevant articles and insights
Our top 10 insights from 2022
No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.
Is retirement planning more important than ever?
Although retirement planning should be carried out as early as possible, many of us only seriously review our financial situation a few years before we plan to retire. Recent events, however, highlight regular reviews of your wealth are more important than ever, as Simon Prescott explains.
How we help clients draw down their wealth
Whatever the source of your wealth, or whether you have retired or not, find out about our approach to retirement planning, the risks you can face and what the opportunities there are to mitigate those risks by reading the introduction to our retirement planning service, which can be accessed here or downloaded for future reference.
Our retirement services are just part of our comprehensive wealth planning support.
Get in touch
If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.
We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.