Why choose us?
We love taking the time to listen to our clients’ retirement plans and helping to make them reality.
We understand that it is a huge life changing event that can involve altering decades of “savings habits” and converting them to “spending habits”.
By focusing on fundamentals and detailed cash flow modelling we can give a clear picture of the retirement lifestyle you can expect. It is not unusual for us to encourage clients to spend more!
A pension is a long-term investment not normally accessible until age 55. The fund value may fluctuate and can go down, which would have an impact on the level on the pension benefits available.