When you are no longer earning money, you know how important it is to use your accumulated wealth wisely. Whatever a comfortable retirement means to you, can you be confident that your pensions, investments and savings will keep sustaining your lifestyle, and cover the cost of care in later life, if you need it?
Depending on what assets you have, there may be several ways to generate income in a tax-efficient manner and you will want to keep on top of changes to legislation and the prevailing economic conditions.
You may be facing unforeseen health challenges, or looking for ways to use some of your savings to help out people close to you. You may want to look at ways to release money from property, such as equity release, or how to use your pension funds if you haven’t already purchased an annuity.
Reviewing your financial arrangements on a regular basis will help you stay on track and understand the options available when things change. After a lifetime’s efforts to accumulate wealth, this is the time to use it, and enjoy your retirement with a trusted adviser by your side.
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Kinnary patiently and knowledgeably took me through my investment options and took the time to allay my fears. She talked me through the whole process without ever being pushy. She was transparent about the investments and potential outcome and made the whole process much easier to understand.
Hannah spoke to my wife and I in what I would have to describe as ” layman’s terms” . We both understood fully what direction she felt we should follow , after asking us different questions, regarding risk and reward.
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