Planning for the worst
This may be a difficult matter to consider, but one day, hopefully many decades off, you are going to die. You may get ill along the way. Death and illness are not pleasant to consider, but every day is a potential risk and nobody wants to worry about money in a crisis.
Make sure you have one less thing to worry about by having sufficient life insurance, critical illness and income protection in place. If you own your own business, you might be able to get the business to pay for life cover. We can even make sure you have a Will in place too.
Let’s have a chat about it, even though it might be difficult to discuss.
PLANNING FOR GROWTH OR INCOME
Whether you are saving every month for a specific reason or you already have savings, let’s make sure you make the right decisions with your money. Pictures of silver haired couples driving through France in their open top cars are all well and good, but we prefer to help you plan for growth, an income, or money if there is an emergency.
Let’s make sure you’re saving in the right place and that you’re taking the right risks. We can tell you how much you need to save, or how much income you can take from your nest egg.
Talk to us about tax efficient savings and investments.
PLANNING FOR THE FUTURE
Life moves fast. One minute you’re indestructible, with plans for world domination. The next, you need to get up in the middle of the night and stairs fill you with dread. Most of us won’t work forever and we will all need more than the State pension when we stop working.
Whether you want to save for, or are approaching retirement, we can help plan the financial side of things. Retiring is complex, so let us do the difficult bits for you.
Whether your idea of retirement is looking after the Grandchildren and a nice game of Sudoko, driving sports cars in France, or travelling the world, let’s make sure you don’t need to worry about money and get the most from your pensions.