Approaching and preparing for retirement
When you reach your 50s, you generally start to look toward the future and consider what retirement might mean for you.
It can feel daunting thinking about retirement. You’ve worked hard over the years to grow your pensions, savings, and investments. But bringing all that together can sometimes make you feel that you can’t see the wood for the trees.
James can help you understand what you want, what you have and what is ‘enough’ for the future.
Life doesn’t slow down when you retire and, when it comes to finally leaving the world of work, you should be able to enjoy the freedom it brings without having to worry about money. By exploring what is most important to you and your family, James will create a unique financial plan for you. In doing so, you’ll have the financial security to relax and enjoy your retirement when the time comes.
Here to help
If you’ve never worked with a financial life planner before, James will guide you every step of the way. If you have worked with a financial adviser and feel now is the time for a different approach, James will also help you to make that switch.
Our Financial Life Planning service will provide the most value for people with combined savings, investments and pension funds in excess of £250,000.
How it works
Sit down and discuss your hopes and future plans
Starting with a discussion about you and your life, James will understand the things important to you and how it will tie into your future.
Understand your money
Once James understands your needs, he’ll create a thorough picture of your financial situation and how it can support your future goals.
James will develop an ongoing relationship, regularly reviewing your plan to keep you on track so you achieve the objectives you originally set out.
Get in touch
If you’d like to find out more, complete the form below and James will be in touch.