Around 2000 people per day are retiring in the UK and typically do so with either no plan, a bad plan, or the wrong plan. No plan is having no number – the amount of money to get through retirement with their desired lifestyle and never run out. A bad plan is having an excess as small as just 1% per year in overall investment costs that on an average £250K pension can see nearly half a million pounds leave an estate over a 3-decade retirement. The wrong plan is where people retiring are relying on fixed-income investments to get through a rising cost world. These scenarios play out and strip people of a happy retirement.
Instead, I help these clients, who are about to retire, identify the cost of their ideal dream retirement lifestyle, go on and achieve it, and maintain it into the future without the fear of ever running out of money. My clients secure a lifestyle without compromise, without any concerns about outliving their income, and with meaningful intervention in the financial lives of their children, and institutions or charities they believe in.
Award-Winning Top 1% Financial Adviser & Investment Manager – As featured in The Times, The Telegraph and The Mail on Sunday. I work for my clients – not an insurance company, not a glossy expensive network, nor an investment bank or fund manager. There are no sales teams, no layers of management, no board. All of which means my clients are the sole concern, take absolute priority and receive fairly priced advice and investment solutions.