Creating an investment portfolio is about much more than growing a pot of money. It requires balancing the potential for investment growth with keeping your money secure. All manner of factors can impact how your portfolio performs – from the health of the global economy and the individual investments you choose, through to your tax position and regulatory developments. Good investment advice is not only crucial to help you make sense of your options, but to ensure you avoid the common investment pitfalls.

First, we will sit down to understand your current retirement needs and discuss what could change further down the road. We will also take a close look at your current retirement assets – whether that’s pensions, property, or any other type of investment – to get the full picture of your position. Then we can make our recommendations.

You may likely be looking for income from your retirement assets, for example. But as none of us can be sure how long we will be around for, careful ongoing planning is crucial to maintaining an ongoing income stream. On the other hand, just because you have stopped working it doesn’t mean your retirement assets should. So good retirement planning means striking that balance between growing and preserving your retirement pot, while receiving the money you need.

This requires continuous assessment of both your position and your options. We will manage your pensions and other income-producing assets to make sure your strategy is suitable for your changing needs – and also takes advantage of the latest tax saving opportunities.

We offer a free initial consultation and a fair, simple fee structure so click below to contact us now.