Retirement Planning

Retirement Planning Newbury

Planning for retirement is one of the most important elements of financial planning you will ever undertake. According to the Office of National Statistics, a man aged 65 years in the UK can now expect to live, on average, to 86 and a woman of the same age to 88. A man aged 55 years in the UK can now expect to live, on average, to 85 and a woman of the same age to 88. For those looking to retire early, that’s 30 years plus that your pension needs to be able to provide for you.

 

At Dawn Slater Wealth Management, we will help identify your retirement objectives by completing a financial planning exercise, potentially including cashflow modelling, and assessing your suitability criteria, including your attitude to investment risk.

 

Once we’ve established your objectives, we’ll review your current pensions and investments to see if there’s a gap between what you already have and what you’re trying to achieve. This will include:

 

• Timeframe
• Investment risk
• Cost
• Investment performance
• Any additional features

 

Only when we’ve done this will we make personal recommendations to you.

 

If you would like to work with a team of friendly and professional finance experts that will work with you in planning your financial future get in touch today on 01635 551926 to find out more.