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:
• Investment risk
• 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.
We would like to say that 'Until 2004 we managed our own investments but then saw in a daily newspaper that Dawn was 2nd in a competition for the UK's best female financial advisor. She was based near us and we went for an initial meeting where we found her very straightforward and informative. She has invested since in areas far beyond our limited expertise and has increased our portfolio and managed it to our entire satisfaction. We are worry free, trust her implicitly and it was the best financial decision we ever made. We are able to keep in good contact with her and we look on her as a friend as much as an advisor. We would feel genuinely lost without her.
Dawn started looking after my pension around 1990. A target was set for each year and I was supplied with an annual detailed review showing progress. She has always made herself available either on the phone, in person, or by email if there were any queries or just to chat about the overall state of play. I followed Dawn’s instructions over the years with the result that by 2012 pension funds had grown to target and I was able to take the pension earlier than predicted and it allowed me to work part-time. I value Dawn’s advice and she continues to steer my savings. Without her I feel I would not have had such a good result.
Thanks to Dawn Slater's invaluable, dedicated and totally reliable advice over several years I can quite simply say that I am more than happy to continue relying upon Dawn Slater Wealth Management to advise and invest for me.