People who want to retire now

For many of us, there comes a time when we start to think more seriously about retirement. Perhaps your job is no longer enjoyable; perhaps your part-time role has lost its appeal; perhaps you’re simply ready to enjoy the freedom of life beyond work.

Whether you’re at retirement age or considering the possibility of early retirement, we find many of our clients begin to ponder the same questions:

  • “I feel ready to retire – where do I start?”
  • “Things are getting worse at work – do I have to keep working?”
  • “I have specific goals for retirement – will I be able to afford them?”

After all, the unknown is scary. For most people, that’s exactly what their retirement income presents; they have little to no idea what their pensions, savings and investments will provide.

You’ve worked hard for this moment; you deserve the financial confidence that comes with knowing exactly what sort of retirement your wealth will provide. Not only that, but we believe you deserve the opportunity to achieve every aspiration you have for retirement.

We are Independent Financial Advisers with years of experience working with people preparing for retirement across Warwickshire and the West Midlands. We will:

  • Identify and explore your needs, concerns, goals and aspirations for retirement
  • Assess and analyse the future income your current pensions, savings and investments will provide
  • Show you how to use Pension Freedoms and other financial solutions to mould your wealth into a fit-for-purpose retirement income
  • Use cashflow planning to model different scenarios and create a financial plan that will act as a roadmap to your goals and aspirations
  • Work with you on an ongoing basis to ensure you stay on track

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