As you draw closer to retirement age changes abound and you may feel the need to reassess your priorities. With the children leaving home, a smaller mortgage and fewer responsibilities, it might be time to take a fresh look at what you want from life.
Perhaps you are considering reduced working hours, so you can spend more time with the family. You might be ready to pay off your mortgage ahead of retirement.
Maybe you want to re-jig your investments so that you can release some cash to help get your children onto the property ladder, put them through Uni, or pay for a wedding.
Alternatively, a recent divorce or inheritance might prompt you to rethink money matters or need specialist advice on tax.
At this pivotal stage in life, our Premier Service can help you get a holistic overview of your finances now and your projections for retirement. We can then find ways for you to achieve your personal life goals and prepare fully for what the future might hold, for both you and your children.
Whatever you want to achieve before you retire, we can help you do it.
Why not have a look at how we helped one couple walk away from work and enjoy spending more time enjoying life? Read more about Mr and Mrs L here…