60+
Financial planning in your 60s plays a vital part in securing the future you want.
Whether you want to retire soon, you are already retired or you are planning to work a little longer, you will want to ensure your retirement is as fulfilling as possible.
Your retirement
When it comes to crossing the retirement finish line, you are looking for reassurance. We will show you how to best use your wealth for the future you want.
Whether you want to explore Pension Freedoms, working part-time, retiring early or simply achieving your aspirations with the money you have, we will show you what’s possible.
Your future
Financial planning does not stop once you have retired.
On an ongoing basis, we will be able to ensure you are using your money in a way that is sustainable. Simultaneously, if we find you are being too cautious, we will encourage you to go and achieve your aspirations with your hard-earned wealth.
Your legacy
Unsurprisingly, most people want their wealth, property and belongings to be passed on to their loved ones once they have gone. However, this requires thorough planning.
We will take you through the process of estate planning to ensure your wishes are followed accordingly, and the amount of Inheritance Tax payable upon your death is minimised; leaving more of your wealth to your family.
We are here to help
If you have a specific financial problem you need solving, or simply feel you should be doing more to plan for the future, please get in touch. We are independent Financial Planners with more than 100 years’ collective experience in helping people aged 60+ to plan for the future.
You can also learn more about financial planning and how we work here.
What our clients say
We’re incredibly proud of the work we do. Here are the real words of real clients.
Get in touch
If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.