Cashflow Modelling & Planning

When can I retire?
How much pension do I need?
How much income will I need?
How can I access my pension savings?

All these are valid questions as we approach the point at which we think about reducing work commitments and look to spend more time doing what we want.

We have found that giving our clients a simple representation of complex scenarios in retirement gives clarity in identifying retirement income needs. For a relatively small fee (and in some cases no fee) we can support you in planning a long and fruitful retirement.

We can run as many scenarios as you wish, to cover any ideas you may have, e.g. new cars, holidays, once in a lifetime cruises, etc. We also like to take a cautious view by showing the consequences of a 2008 style market crash on your overall position.

 

How can we help?

If you would to find out more, please give us a call on 01423 223 640 or contact us via the below link and we will be happy to discuss your requirements further.