When retirement starts to look like a real possibility, you’ll want to be confident that the wealth you’ve built up over a lifetime of work is in the best possible shape to provide for your future.
Perhaps things are not as you had planned. Life changes may have impacted your wealth building capacity. Maybe family or health challenges have intervened, or your career trajectory hasn’t been quite as projected.
We can’t change the past, but now is the time to review your situation, assess the progress of your retirement savings, and plan.
A Talis IFA will guide you through a thorough review, and explain your financial projections for retirement. We’ll take the time to understand your aims – whether you plan to retire early, semi-retire or wait until you reach state pension age to take the plunge.
We’ll discuss the lifestyle you want to maintain, and take into account other factors like poor health, for example, which might affect your plans.
Then we’ll explain your options, and recommend ways to make your money work hard to provide for your future beyond work. We’ll encourage you to consider how and when you will start to draw down money from your pensions and investments, and give you the confidence you need to make the most appropriate decisions for you.
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I was very impressed with Talis Independent Financial Advisors. My adviser was wonderful – I received clear, concise advice, which was made easy to understand. My Adviser was always on hand to answer my e-mails or phone calls, and I was dealt with courtesy and kindness.
Kinnary was very good in understanding our needs and gave really good pointers to look at. She also asked the right questions which made us think of the areas we had not thought about. She was very open and transparent in her communication and we felt comfortable talking to her about our needs. I highly recommend her as a financial adviser.
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