• YOUR MONEY. YOUR LIFE. YOUR FUTURE.

FINANCIAL ADVICE FOR RETIREMENT

Planning your retirement means different things to different people, but there’s one thing it should mean to all of us – it’s a time to really reap the benefits of the hard work that got us to this point.

We want you to live your life fully. What’s the point of having more free time if you don’t spend it doing what makes you happy? You should do everything you have ever dreamed of, see the places you’ve always wanted to visit, enjoy the hobbies you’ve never had time for before.

If you had a plan we help keep it on track but if you didn’t, we’ll arrange a meeting with a retirement financial adviser to get you there as quickly as possible. It’s never too late to set new goals and structure your finances in a way that helps you achieve them.

Want to enjoy retirement without worrying about your money running out?

Passionate about living your dreams, rather than just thinking about them?

Want a structured and realistic plan to ensure you can do all you want during retirement?

Keen to structure your finances so your family and loved ones can benefit from your legacy?

Need guidance on inheritance tax, trusts and estate planning?

LIFESTYLE FINANCIAL PLANNING

RETIREMENT PLANNING

INHERITANCE TAX PLANNING

LIVE YOUR LIFE WITHOUT FEAR OF RUNNING OUT OF MONEY

maximise tax-efficient options

The order in which you access your various streams of retirement income can affect the amount of tax you are liable to pay quite significantly. Your retirement financial adviser will ensure you optimise your withdrawals to pay the least tax necessary.

Protect and pass on your wealth

It’s as much about looking after you during retirement as it is looking after your loved ones after you’ve gone. We help you protect and pass on your wealth now and in the future, ensuring they pay the least amount of inheritance tax possible.

Financial advice for retirement:

LIVE YOUR LIFE ON YOUR OWN TERMS

HERE’S WHAT WE’LL DO:

  • Before anything else, we take the time to get to know you as a person, building a genuine relationship based on trust, confidence and mutual understanding
  • We get to really understand you on a personal level. What makes you tick? What are your fears? What do you really want your life to look like? Think big! The only thing that limits your dreams is your own mind
  • We will also get to understand your finances – although this will come after we get to know you as a person. Your finances are only as good as the lifestyle they help you achieve, so we really want to know what that life looks like to you
  • Together we will take an honest, judgement-free look at the financial challenges you face now and might face in the future – once we understand them, we can work to overcome them
  • We will then put together a cashflow plan to make sense of your financial situation, and look at that life events might impact you
  • This will enable us to create your lifestyle financial plan, which will offer solutions to any obstacles and clear strategies to achieve your long-term and short-term goals
  • Once you are happy with our recommendations and your plan is in its master version, we will look to implement it and set up the financial products we have recommended to meet your life goals
  • Life is changeable, but we will have entered an ongoing relationship of trust. We will regularly review your life plan, guiding you every step of the way so you have the confidence in it moving forward

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    The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.

    The Financial Ombudsman Service (FOS) is available to handle individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk