Most retired clients come to us seeking guidance on existing investments, often unsure as to what they are really invested in and the risks involved with these. Now that you are retired your outlook on risk may have also changed significantly since you first invested.
Retired clients also often have newly acquired capital (inheritance/pension lump sums/result of downsizing etc.), which they require advice on investing to generate an income and/or growth for their future.
We can help you review all existing savings plans to make sure they are still right for you and your current needs as well as advising on the investment of new capital.
Cash flow forecasting can help identify by what method you provide your retirement income and also the level of risk you need to take to achieve your retirement goals. All of this helps to give you the peace of mind you need to enjoy your retirement, rather than worrying if your assets will indeed sustain you for your retirement.
The value of investments and pensions can fall as well as rise. You may get back less than you invested. Explore Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 1377389.