When retirement starts to look like a real possibility, you’ll want to be confident that the wealth you’ve built up over a lifetime of work is in the best possible shape to provide for your future.
Perhaps things are not as you had planned. Life changes may have impacted your wealth building capacity. Maybe family or health challenges have intervened, or your career trajectory hasn’t been quite as projected.
We can’t change the past, but now is the time to review your situation, assess the progress of your retirement savings, and plan.
A Talis IFA will guide you through a thorough review, and explain your financial projections for retirement. We’ll take the time to understand your aims – whether you plan to retire early, semi-retire or wait until you reach state pension age to take the plunge.
We’ll discuss the lifestyle you want to maintain, and take into account other factors like poor health, for example, which might affect your plans.
Then we’ll explain your options, and recommend ways to make your money work hard to provide for your future beyond work. We’ll encourage you to consider how and when you will start to draw down money from your pensions and investments, and give you the confidence you need to make the most appropriate decisions for you.
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Hannah has been our financial advisor for the past few years. We have always found her very approachable and trust her completely to review and provide the best advice on our finances…I would highly recommend Hannah for anyone requiring professional financial advice.
When my late mother-in-law needed help with her financial affairs we turned to Simon, who helped and guided her in the decisions she needed to make. The open and honest approach showed to her in her time of need was typical of the team running the company. Simon has also guided my wife and myself for many years, and have been a source of sound, sensible and effective advice in the area of financial planning.
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