The only way to make a tailored plan is to measure you thoroughly
Creating a wealth management plan to fund your retirement and beyond
You have a retirement plan
Approaching retirement is the perfect opportunity to re-assess your finances to be sure you can fund the retirement you plan to have. You may already be working with a financial adviser and have a retirement plan in place; if so, we offer a complimentary Second Opinion Meeting to make sure you are on track for a successful retirement.
If we feel your wealth management plan is well suited to you, we will let you know and wish you all the best. If not, we will invite you to work with us to discover and plan your ideal retirement.
You need to create a plan
You have several pensions and investments and need to be sure that you can fund your retirement comfortably. We meet with you to understand your financial circumstances and what retirement looks like to you. Then together we create a plan to fund retirement and provide for your family’s future, bringing financial security and peace of mind.
Clients tell us our wealth management process is both thought provoking and challenging. Why not find out for yourself? Give us a call on 01425 279212 or email us today.
4 steps to successful wealth management planning
Step 1: A vision to drive your wealth management plan
When we start working with you, we ask you an awful lots of questions. We want to know exactly what your retirement will look like. Often people’s ideas are a little hazy and their plans not yet well formed. Our job is to listen to you intently so we can help you pull those thoughts together.
Only then can we create a plan that allows you to fulfil your most important dreams, desires and wishes.
Step 2: The foundation of your wealth management plan
We gather together details of all your various assets and outgoings and we create your Financial Plan. This then becomes the foundation of our work together; a lifetime cash flow that illustrates:
- how long your capital will last
- what your pensions and investments could provide in retirement
- how you could fund care fees if needed
- what may be left to pass on to your loved ones.
With this knowledge we advise how to structure your assets to achieve financial independence and manage your wealth most effectively. Read more about our Retirement Planning here.
Step 3: Investing your wealth
When we know what your retirement looks like, we design your investment plan. Making sure it’s aligned to your unique emotional needs to give you the greatest chance of a successful retirement, we formulate a plan that you can stick to.
Rather than playing an expensive game of trying to beat the market or predicting the future we recommend investing your wealth according to factors we can expect to control. Our investment solutions are evidence-based and substantiated by world-leading academics and financial economists. Read more about our approach to investing here.
Step 4: Keeping you and your wealth on track
With clear goals, it’s easy to check that you and your plans are still on track. By contrast, ignoring media noise and maintaining investment discipline is more challenging. But it is also fundamental to a successful investing experience. So we:
Retirement looks better knowing you have an intelligent partner on board to steer your finances.
Discover how we could steer your financial future.