Planning for your retirement doesn’t have to be complicated.
Still working but looking ahead to the next stage? Already enjoying retirement but want to strike the right balance between spending and protecting enough money for your future needs? Thinking about passing some of your money down to family members? Whatever stage you’re at, this service is for you.
We will work with you to provide everything you need to plan, implement and enjoy your retirement, considering elements such as annual ISAs, pension drawdowns and Capital Gains Tax.
This service includes:
- Annual report
- Annual face-to-face progress meeting
- Digital meetings throughout the year as appropriate
- Biannual personalised updates
- Ad hoc commentaries when something significant happens – such as a budget or an unexpected change to the economic outlook
- Mobile app for viewing your portfolio
- Secure document portal for correspondence.
This premium, highly personalised service is based on establishing a strong relationship and a really clear picture of your hopes and dreams for your future.
We offer two investment strategies:
For those looking for a traditional investment approach, we recommend Vanguard’s LifeStrategy® portfolios. Vanguard are one of the largest investment firms in the world and are the leading provider of passive investments. Their LifeStrategy risk-graded funds provide a low-cost, traditional investment solution.
For those looking for a ‘responsible’ approach, we recommend Sarasin’s Responsibly Managed portfolios. Sarasin are a specialist in the responsible investment arena. Their risk-graded model portfolios are ideal for those keen to ensure a high level of attention to environmental, social and governance issues.
We will work together to tailor a strategy that best suits your desired approach.