Pre Retirement

This is the period in life when there are the greatest demands on your income. It is also the time when you probably have the least amount of time to spend researching how to protect you and your family.

It is important to make sure that some of your earnings are put aside for your future and those of your family.

We understand that this brings unique pressures, challenges and concerns.

In our experience these include:

  • Striking the right balance: How do you plan for the future, whilst living for today?
  • Buying a home: Choosing the right mortgage to help you buy your home
  • Reducing tax: Leaving you with more disposable income to meet your financial objectives
  • Planning for retirement: What is the most tax-efficient way to plan for retirement? What investments should you use for this purpose?
  • The ‘what if’: How would your family cope if you, or your spouse, were to die or become ill?
  • Children: What is the best way of planning for their future capital requirements, such as university, or buying a home?
  • Estate planning: How can you minimise the tax paid by your loved ones on your death? How can you ensure your assets are passed on in accordance with your wishes?

 

How we can help

It’s all about planning.

That starts with us understanding what’s important to you, your objectives and what you want to do with your life. We’ll then put a plan in place to help you achieve these objectives. Then we keep this under review, so as your life changes so can your plan.

Our experience and knowledge means we understand your financial challenges, problems and concerns and are therefore able to put in place an effective plan that can be altered as your life changes. You can stop worrying about your financial future and get on with day to day living.

Get in touch 

We’re here and ready to help you face your financial challenges head on.

Call us on 0845 680 8910 or email: mail@savvyfp.co.uk.

Savvy Financial Planning, Hinton Business Park, Tarrant Hinton, Blandford Forum, Dorset, DT11 8JF