Are you happily retired?
Or are you concerned that money is running out?
Chances are you’ve spent a lifetime putting everybody else first, but have you stopped to think what you actually want to do with your retirement?
Wealth is not about having a lot of money; it’s about having a lot of options
CHRIS ROCK
These days, the options of how to spend those golden years are endless. Whether you’ve dreamt of taking up that adrenaline-fuelled hobby, travelling across America in a motorhome, or spending more time with the people you love, now’s the time to make it happen.
The golden years of retirement really are just the beginning – a time when you can really live the life you’ve always dreamed of, free from the shackles of work and the responsibilities of family life.
Of course, none of this is possible without a carefully thought out and robust financial plan.
If you have already retired but are concerned about money, it is not too late.
We can help you to review your current situation and plan further ahead to give you that piece of mind and reassurance you need to be able to fully enjoy this new chapter in life.
Case Study – Patrica
Patricia had a house in London which was being rented out for £1500 per month gross (£1200 per month after tax). Despite having an agent manage this, it was taking up a lot of time and effort for her, especially at end of tenancy.
Patricia decided to sell the house – but still wanted the £1200 income she was used to.
TESTIMONIAL
I wanted to ensure that my pension would deliver me the retirement plans I am looking for. Conor expertly and thoroughly reviewed my current situation, assessed my taste for risk and proposed a new financial architecture that would better suit what I was looking to achieve.
