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Retirement planning

Retirement planning

Our aim is to help you have the retirement you deserve. The best way to achieve this is with a good plan; we call it your Wealth Plan.

We'll look at your spending, your commitments, your pension and other investments and, of course, your plans for the future.  By pulling these together, we can explore your financial future. A ‘what if’ exercise lets you judge the effect of, for example, planning to retire at different dates, or of making different commitments. The technical term is ‘cash flow modelling’; it’s very powerful and will help you understand the best options available to you.

Our advice for your retirement planning will typically include:

  • A detailed consideration of your pension and other investments
  • Consideration of your retirement plans including what age you plan to retire and your retirement lifestyle
  • Any plans for holiday homes or a house move when you retire
  • Any plans for helping children or grandchildren
  • Possible projects such as starting a business or charitable work
  • Agreeing an investment plan which fits with your retirement plan

We’ll give you a written report - your Wealth Plan - clarifying what you need and explaining the best ways to achieve this. We go through this with you and when you're happy with it we'll put it into action for you. From then on, we keep it under review to check that everything is on track.

Click here to contact us or call 01732 758 655

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.