Prepare for a retirement lifestyle you can look forward to, free of money worries.
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Research shows that the biggest concern those preparing to retire have is whether they’ll have enough money to stop working. I am a pension expert and highly experienced retirement planner. I will help you understand how to build a pension pot that can support the retirement lifestyle you aspire to, and which will ensure you live comfortably for as long as your retirement lasts.
Apprehensive / excited
What else is going to change in your life when work is no longer a feature? Will you be bored? Will you lose focus and motivation? Or will it be the most exhilarating and rewarding stage of your life so far…
filled with memory-making and transformative experiences. Making a plan for a long and prosperous retirement requires skilful pension planning and an experienced eye to keep your investments on track. But there is much more to retirement planning than just your money. I’ll help you prepare for the transition emotionally as well as financially and identify how you’ll live your life going forward.
How Emily can help
Retirement lifestyle planning
Identify the kind of retirement you want and ensure your retirement income supports your plans.
Cash flow planning
Make it easier to visualise and achieve your life goals with the help of sophisticated cash flow forecasting technology.
Make values-based decisions about where your pension is invested and make a positive impact while you build for the future.
How much should you be saving and are your current pension plans up to the job? I’ll provide answers to your questions.
Make sure those you care about will be financially provided for at the time of your death and that your wishes are honoured.
Explore all the legitimate opportunities to reduce your tax burden including the Inheritance Tax bill passed to your loved ones.
See below testimonials from my clients