With the freedom and sense of liberation that retirement brings, there also comes an overwhelming degree of decision making and complexity when it comes to your financial affairs. We understand that, for those in retirement, choices regarding your estate are now influenced by a wider degree of far reaching factors than they perhaps would have been before.
This could involve income requirements, intergenerational wealth transfer or the upkeep of a certain type of lifestyle. These issues alone pose a range of complex challenges; ones that our team of experts possess a wealth of experience in addressing. On top of this, issues regarding the impact of inflation, as well as longevity; with regards both your physical and financial health are common issues facing retirees.
You will want to be assured that your assets are sufficient to meet likely future income requirements.
By utilising cash flow modelling, we can help build a picture of likely future income. We can forecast the effect of different scenarios, such as buying a holiday home, downsizing, passing assets to children or retiring early. This helps us determine what needs to be done to achieve future goals as early as possible and thereby increase the chances of achieving them.
“I have been a long time client of Fleet Street Wealth for more than twenty five years. During that time the company has always helped me to achieve greater advancement for my investments than I could ever have done independently. They offer helpful suggestions in a kind, professional manner. I have already recommended them to my friends and will continue to do so.” RG